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May162013
SEI Wealth Platform Rated 'Best-In-Class' In Independent Research Firm's Trust Accounting Systems Technology Analysis
SEI announced today that the SEI Wealth PlatformSM (the Platform) has been named a “Best-in-Class” in three of the four technology categories evaluated in the CEB TowerGroup 2013 Trust Accounting Systems: Technology Analysis report, published in March 2013.
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May142013
SEI Selected By Duet Alternative Investments (USA) Ltd. To Provide Operational Outsourcing For Hedge Fund Family
SEI today announced that it has been selected by Duet Alternative Investments (USA) Ltd., a subsidiary of Duet Group, to provide operational outsourcing services for the firm’s emerging macro hedge funds.
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May62013
SEI Named 'Most Innovative Fund Administrator' At HFMWeek Hedge Fund Services Awards
SEI today announced that it was named “Most Innovative Fund Administrator” in the 2013 HFMWeek European Service Provider Awards among service providers with over $30 billion in assets under administration.
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May62013
SEI Selected By University Of Cambridge To Manage Defined Contribution Benefits
SEI today announced that the University of Cambridge has selected the SEI Master Trust as a solution for the Defined Contribution (DC) benefits for members of Cambridge University Assistants’ Contributory Pension Scheme (CPS).
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May22013
SEI Study: Banks And Financial Firms Most Improved In Establishing Personal Connections
When it comes to effectively using and leveraging digital technology to create “brand love” and loyalty among clients, wealth management firms are significantly lagging behind other luxury brand industries – including luxury cars, luxury retail, and luxury travel, says a new study released today by SEI, Scorpio Partnership, and Standard Chartered Private Bank.
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May12013
SEI Extends Outsourcing Relationship With Edgewood Management
SEI today announced that it has extended its relationship, which began in 2006, with Edgewood Management LLC to provide the firm with a complete investment operations outsourcing solution encompassing all of Edgewood’s investment products, including institutional, private client, and retail separate accounts.
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Apr242013
SEI Reports First-Quarter 2013 Financial Results
SEI Investments Company today announced financial results for first-quarter 2013.
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Apr222013
SEI Study: Active Exchange Traded Funds Will Help Fuel Sector's Next Growth Phase
While actively managed exchange traded funds (ETFs) currently make up less than 1 percent of the global ETF market, a new paper released by SEI predicts the vehicles will be a major contributor to the next phase of ETF expansion, ultimately competing with traditional active mutual funds for market share.
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Apr182013
SEI To Announce First-Quarter 2013 Earnings On Wednesday, April 24, 2013
SEI Investments Company announced today that it intends to release first-quarter 2013 earnings on Wednesday, April 24, 2013, before the markets open.
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Apr162013
SEI Adds Rothschild Asset Management To Fully Integrated Collective Investment Trust Solution
SEI announced today that it has partnered with Rothschild Asset Management (Rothschild), the U.S. asset management business of the Rothschild Group, to offer a suite of collective investment trusts (CITs) to the U.S. retirement market.
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Apr112013
SEI Survey: Increased Focus On Taxes Creates Opportunity For Advisors
Taxes have moved up client priority lists in the aftermath of the fiscal cliff deal creating new opportunities for advisors to demonstrate expertise and deepen relationships according to an SEI survey released today.
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Apr92013
SEI Appointed As Fiduciary Manager For Metroline
SEI today announced that it has been appointed as fiduciary manager to the defined benefit schemes of Metroline, the well known provider of bus services in London.
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Apr42013
SEI Launches New Active ETF And Separate Account Offerings To Help Advisors Meet Evolving Investor Demands
In a move designed to help financial advisors stay ahead of evolving investor needs, SEI announced today that it has enhanced its investment program by launching a set of tactical exchange traded fund (ETF) strategies and an expanded separately managed account program.
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Mar262013
SEI Study: Hedge Fund Managers Face Tough Business Climate And Heightened Investment Expectations
A new study conducted by SEI in collaboration with Minard Capital LLC finds that hedge fund managers must rethink their business models, provide tailored solutions, and offer multi-faceted client communications.
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Mar252013
SEI Expands UK Team To Support Growing Fiduciary Management Business
SEI today announced the appointment of Ed Tomlinson as a Regional Director for SEI’s Institutional Group based in London.
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Mar132013
SEI Selected By Highland Capital Management To Provide Operations Outsourcing For New Exchange Traded Funds
SEI today announced that it has been selected by Highland Capital Management Fund Advisors’ mutual fund division to provide a comprehensive, turnkey solution to support the firm’s open-end senior bank loan exchange traded fund (ETF).
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Mar122013
SEI Survey: Majority of Advisors Live For Today, Lack Plans For Tomorrow
While prevailing industry research shows that the overwhelming majority of financial advisors are 50 years or older, most advisors don’t have effective plans for the future of their businesses, according to an SEI survey released today.
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Mar112013
SEI Adds 3 Industry Veterans To Support Institutional Business Growth
SEI today announced the expansion of its U.S. Institutional team with the addition of three industry veterans.
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Mar72013
SEI Survey: Great Wealth Brings Great Responsibility
While some people view charitable giving as a nice thing to do, the overwhelming majority of ultra-wealthy individuals see charitable giving as a necessity, according to a poll released today by SEI.
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Mar42013
SEI Selected By Sciens Alternative Investments To Provide Operational Outsourcing
SEI today announced that it has been selected by Sciens Alternative Investments, part of the Sciens Capital Management Group, to provide operational outsourcing services for the firm’s managed account platform.
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Feb282013
SEI Study: World's Wealthy Need Advisors To Provide Strategic Advice Via Digital Tools
According to a study released today by SEI, Scorpio Partnership, and Standard Chartered Private Bank, the world’s up-and-coming wealthy are generally satisfied with their wealth managers’ technology use at a transactional and reporting level, but are unimpressed with the way advisors use technology to show them how to invest their money.
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Feb212013
SEI Quick Poll: Nonprofits Place Greater Emphasis On Timely Implementation Of Investment Strategies In 2013
According to an annual SEI Quick Poll, 2013 sees nonprofit executives placing greater emphasis on implementing investment strategies that take advantage of market inefficiencies to add return and/or mitigate risk, moving this priority up to third from sixth last year.
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Feb182013
SEI Appointed As Fiduciary Manager For Epson (UK) Ltd Pension Scheme
SEI today announced that it has been appointed as fiduciary manager by the defined benefit pension scheme for Epson (U.K.) Ltd (Epson), the global supplier of print and imaging products.
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Feb142013
SEI Survey: Nearly Half Of Ultra-Wealthy Feel Isolated When Making Financial Decisions
In a world with more ways than ever for people to stay connected, the ultra-wealthy still often feel cut off.
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Feb72013
SEI Quick Poll: Advisors Expect Growth, But Don't Have A Growth Plan
While a majority of advisors expect at least moderate revenue growth in 2013, most have yet to develop formalized growth strategies according to an SEI Quick Poll released today.
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Jan312013
SEI Advisor Network Achieves Record Asset And Advisor Growth In 2012
SEI today announced that the SEI Advisor Network achieved record growth in 2012, generating $7.1 billion in cash receipts and signing 488 new Registered Investment Advisors.
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Jan312013
SEI Adds $9.4 Billion In New Institutional Assets; Achieves Record Institutional Sales Growth In 2012
SEI today announced the company achieved record institutional sales growth in 2012 with $9.4 billion in new global institutional assets, representing the highest total one-year growth for the company’s institutional business.
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Jan302013
SEI Reports Fourth-Quarter 2012 Financial Results
SEI Investments Company today announced financial results for fourth-quarter 2012.
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Jan242013
Centier Bank Goes Live With SEI's Global Wealth Platform
SEI today announced that Centier Bank has become its first U.S. bank client to go live on the company’s fully integrated wealth management solution, Global Wealth Platform (GWP).
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Jan242013
SEI To Announce Fourth-Quarter 2012 Earnings On Wednesday, January 30, 2013
SEI Investments Company announced today that it intends to release fourth-quarter 2012 earnings on Wednesday, January 30, 2013, before the markets open.
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Jan182013
SEI Makes Two Appointments To UK Asset Management Distribution Team
SEI strengthens its U.K. Asset Management Distribution team with the appointments of Kevin Bull as Strategic Alliance Development Director and Simon Pinner as Sales Director.
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Jan172013
SEI Quick Poll: Pension Sponsors Make Controlling Volatility And Implementing Liability Driven Investing Top Priorities For 2013
According to an annual Quick Poll by SEI, corporate pension plan sponsors view controlling funding status volatility as the top priority in pension management for the fourth year in a row.
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Jan162013
SEI Study: Use of Digital Communication Tools On The Rise Among World's Wealthy
According to a study released today by SEI, Scorpio Partnership, and Standard Chartered Private Bank, the world’s up-and-coming wealthy are not only adopting new technologies, but acutely understand how digital communication tools can enhance experiences.
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Dec192012
SEI Poll: Managers Remain Optimistic In Spite Of Current And Impending Regulatory Outlook
According to a poll released today by SEI, a large majority of U.S. investment managers (78 percent) are optimistic about their firms’ prospects over the next three years.
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Dec172012
SEI Unveils Resolutions For A Successful Advisor New Year
With most financial advisors feeling optimistic about 2013, SEI today unveiled a set of resolutions to help advisors turn that positive energy into a happy and more successful New Year.
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Dec172012
SEI Selected By Cornerstone Advisors To Provide Outsourcing Services For New Mutual Fund Family
SEI today announced that it has been selected by Cornerstone Advisors, one of the leading RIAs in the country with over $2.5 billion in assets under management, to launch a series of multi-manager mutual funds through the company’s Advisors’ Inner Circle Fund® (AIC) series trust offering.
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Dec132012
SEI Quick Poll: Advisors More Optimistic About 2013 Than Clients
Despite the fact that a majority of their clients remain nervous about the coming year, advisors are overwhelmingly positive about 2013 with only 14 percent expecting it to be worse than 2012, according to an SEI Quick Poll released today.
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Dec112012
SEI Declares Dividend Of $.16 Per Share, An Increase In Stock Repurchase Program, And A Special Dividend Of $.32 Per Share
The Board of Directors of SEI Investments Company today declared a regular semi-annual dividend of $.16 (sixteen cents) per share, a $.01 increase compared to its last semi-annual dividend.
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Dec102012
SEI Named In Pensions & Investments' Best Places To Work In Money Management 2012
SEI today announced that it was named among the top five companies in Pensions & Investments’ Best Places to Work in Money Management.
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Dec52012
SEI Study: Funds Of Hedge Funds Must Adapt Business Model To Remain Competitive
According to a global study released today by SEI, there are signs of optimism for funds of hedge funds (FoHFs) as both investors and managers see the model as resilient and relevant to the long-term investing landscape, despite declining assets and recent negative headlines seeming to signal their decline.
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Nov282012
SEI Study: Digital Media The Key To Engaging The World's Wealthy
According to a study released today by SEI, Scorpio Partnership, and Standard Chartered Private Bank, the world’s up-and-coming wealthy are much more likely to use the internet, mobile applications, and other digital media communications tools to create, manage, spend, and invest their money. [... More]
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Nov212012
SEI And Ryland Gray Host CFO Roundtable On Pensions And End-Of-Service Benefits In The UAE
SEI and Ryland Gray recently hosted a round table with CFOs and HR executives from leading companies operating in the UAE on the current challenges and possible solutions in the end-of-service benefits and pensions space. [... More]
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Nov152012
SEI Poll: Liability Driven Investing Strategies Grow In Complexity And Sophistication
The results of an annual global poll released by SEI today found that more than half (57 percent) of corporate pension sponsors continue to use liability driven investing (LDI). [... More]
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Nov82012
The West Collection And SEI Present 'West Collects Philadelphia' Art Exhibition At City Hall
The West Collection and SEI announced today the grand opening of the West Collects Philadelphia art exhibition on Tuesday, Nov. 13, 2012, from 6 p.m. - 8 p.m. in the Art Gallery at City Hall, Room 116, which is also the Office of Arts, Culture and the Creative Economy (OACCE). [... More]
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Nov62012
SEI Named ‘Best Outsourcing Provider’ And ‘Best Fund Administrator’ At Buy-Side Technology Awards
SEI today announced that it was named “Best Outsourcing Provider to the Buy Side” in the 2012 Buy-Side Technology Awards. [... More]
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Nov52012
SEI White Paper: Technology Integration Remains Elusive For Advisors
Despite the increasing pressures on advisors to meet clients’ evolving demands, and an understanding that these pressures could be alleviated by leveraging integrated technologies, many advisors struggle to identify a fully integrated solution, according to a white paper released today by SEI. [... More]
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Oct262012
SEI Expands Long-Term Relationship With SunTrust
SEI announced today that it has extended its multi-year strategic partnership with SunTrust Banks, Inc. through 2020. [... More]
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Oct242012
SEI Reports Third-Quarter 2012 Financial Results
SEI Investments Company today announced financial results for third-quarter 2012. [... More]
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Oct182012
SEI To Announce Third-Quarter Earnings On Wednesday, October 24, 2012
SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, October 24, 2012, before the markets open. [... More]
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Oct162012
SEI Extends ETF Relationship With Global X Funds
SEI today announced it has extended its multi-year relationship with Global X Funds to continue to provide a fully integrated, turnkey solution to support the firm’s exchange traded fund (ETF) family. [... More]
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Oct92012
SEI Recognized As Most Notable Vendor For Breadth Of Functionality By Celent
SEI announced today it was named the most notable vendor in the Breadth of Functionality category by Celent in the research firm’s report: Ranking Wealth Management Platform Vendors. [... More]
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Oct22012
SEI Extends Relationship With Graham Capital Management To Provide Outsourcing Services For Hedge Fund Complex
SEI today announced that it has extended its relationship with Graham Capital Management, L.P. to provide operations outsourcing services for the firm’s multi-billion dollar, multi-strategy hedge fund and managed accounts complex. [... More]
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Oct12012
SEI Quick Poll: Nonprofits Turn To Portfolio Diversification And Investment Outsourcing In Complex Market
According to an SEI Quick Poll released today, market volatility has continued to impact nonprofit investment management, with almost half (46 percent) of U.S. nonprofit foundations and endowments saying volatility has had a high or extremely high impact on their investment strategies so far in 2012. [... More]
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Sep262012
Liability Driven Investing Main Topic At SEI’s 2012 Pension Management Strategy Client Conference
Liability driven investing (LDI), the implications of new pension legislation, and strategies for reducing pension liabilities via lump sum payments were among the most popular topics of discussion at SEI’s recent 2012 Pension Management Strategy Client Conference. [... More]
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Sep242012
SEI Poll: Pension Schemes See Increasing Longevity As Biggest Risk To Funding Levels
The results of a poll published today by SEI, a leading global provider of fiduciary management, reveal that U.K. pension schemes see increasing longevity as the greatest risk to the funding level of their schemes. [... More]
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Sep242012
SEI Names Kristina Harshany Director Of Business Development For Private Wealth Management
SEI today announced that Kristina Harshany has been named Director of Business Development for the company’s Private Wealth Management business segment. [... More]
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Sep202012
SEI Survey: Advisors Gaining Confidence In Romney Victory
In a surprising shift, the majority of financial advisors (52 percent) now believe Mitt Romney will win the 2012 presidential election, according to an SEI Quick Poll released today. [... More]
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Sep202012
SEI Releases Operational Risk Survival Guide For Investment Managers
SEI today announced that it is releasing an easy-to-access online resource to help investment managers identify and avoid common, yet often overlooked, operational risks that could plague their businesses. [... More]
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Sep192012
SEI Grows UK Asset Management Distribution Team With Appointment of Kevin Addison
SEI announced today the appointment of Kevin Addison as Managing Director, Head of U.K. Asset Management Distribution. [... More]
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Sep132012
SEI Quick Poll: Pension Plan Sponsors Combat Volatility And Low Interest Rates; Many Prefer Not To Terminate
SEI today released the results of its fifth annual mid-year pension Quick Poll, revealing ongoing frustration among corporate pension plan sponsors in continuing to combat market volatility and low interest rates in 2012. [... More]
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Sep122012
SEI Selected By C8 Investments To Provide Hedge Fund Operations Outsourcing
SEI today announced that it has been selected by C8 Investments to provide operational outsourcing services for the firm’s recently launched hedge fund. [... More]
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Sep102012
SEI And Ryland Gray Selected By SERCO To Manage End-Of-Service Benefits
SEI and Ryland Gray today announced that they have been appointed to manage the SERCO Offshore Retirement and Savings Scheme (SERCO) which represents the end-of-service benefits and employee contributions for SERCO’s expatriate employees in the United Arab Emirates (UAE). [... More]
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Sep42012
SEI Adds $7.7 Billion In Global Institutional Assets In 2012
SEI today announced continued strong 2012 global institutional sales that will result in more than $7.7 billion in new institutional assets under management and 25 new institutional clients. [... More]
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Aug292012
SEI Files Form PF For Hedge Funds Using Its Form PF Platform
SEI today announced that it has completed its first Form PF filing on behalf of a global, multi-billion-dollar hedge fund client. [... More]
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Aug202012
SEI Poll: Pension Scheme Trustees Want The Impact Of Quantitative Easing Reduced
The results of a poll published by SEI, a leading global provider of fiduciary management, reveal that U.K. pension schemes do not think the Pensions Regulator has gone far enough in its efforts to reduce the impact of quantitative easing (QE) for pension schemes. [... More]
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Aug152012
SEI Survey: Advisors Start To Realize The Business Benefits Of Social Media
Despite the fact that most advisors are only beginning to understand how to most effectively use social media, some are already reaping real business benefits from it according to an SEI Quick Poll released today. [... More]
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Aug92012
SEI Introduces Next Generation Of Investing: Objective-Based Funds
SEI, an industry leader in innovative investment solutions, today announced the launch of a new approach for individual investors: objective-based investing. [... More]
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Aug92012
SEI Global Wealth Services Signs Guardian Wealth Management
SEI announced today that Guardian Wealth Management (Guardian) is the latest wealth manager to sign on with the company’s Global Wealth Services (GWS) offering, enabled by the Global Wealth Platform (GWP). [... More]
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Aug82012
SEI Names S. Douglas Pugliese Director Of Business Development For Private Wealth Management
SEI today announced that S. Douglas Pugliese has been named Director of Business Development for the company’s Private Wealth Management business segment. [... More]
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Aug72012
HSBC Private Banking Unit Renews Relationship For SEI Global Wealth Services
SEI announced today that the company’s initial client for its Global Wealth Services, HSBC Private Bank (UK), has signed an extension to their contract cementing their relationship with SEI through June 2015. [... More]
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Aug22012
SEI Selected As Fiduciary Manager For C Brewer & Sons Limited Pension Schemes
SEI, a leading global provider of fiduciary management, today announced that it has been hired as fiduciary manager by the trustees of both the C Brewer & Sons Limited Executive Pension Scheme and the C Brewer & Sons Limited Retirement Benefit Scheme representing assets of £33 million and £75 million respectively. [... More]
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Jul242012
SEI Quick Poll: 58 Percent Of Wealth Management Firms Polled Cite Regulatory Changes As Biggest Challenge
In today’s environment of complex and frequently-modified regulatory updates, including Dodd Frank, the Volcker Rule, and the Uniform Fiduciary Standard initiatives, among others, the majority of wealth management organizations view meeting these new regulations as a significant challenge, according to a Quick Poll released today by SEI. [... More]
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Jul192012
SEI Global Wealth Services Selected To Support Jupiter's Further Expansion
SEI announced today that Jupiter Fund Management plc (Jupiter) is the latest leading investment management firm to choose the company’s Global Wealth Services (GWS) offering [... More]
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Jul182012
SEI Reports Second-Quarter 2012 Financial Results
SEI Investments Company today announced financial results for second-quarter 2012. [... More]
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Jul122012
Fusion Wealth First To Employ SEI's New Web Services
Fusion Wealth, the bespoke technology solutions provider for wealth managers and IFAs, announced today that the company has completed the next steps in their integration with SEI’s Global Wealth Services via the newly developed Web Services. [... More]
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Jul122012
SEI To Announce Second-Quarter Earnings On Wednesday, July 18, 2012
SEI Investments Company announced today that it intends to release second-quarter earnings on Wednesday, July 18, 2012, before the markets open. [... More]
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Jul112012
SEI Survey: Advisors Stuck In Tech Status Quo As Integration Frustrations Remain
Advisors are frustrated by the lack of integration between their technologies, yet they continue to use a large number of vendors and systems, according to an SEI survey released today. [... More]
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Jul92012
SEI Quick Poll: Female Breadwinners Twice As Likely To Feel Tension From Partner On Financial Decisions
Wealthy families may have more money than most, but they are not immune to the stresses that accompany family financial decisions, according to a poll released today by SEI. [... More]
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Jul22012
SEI Named Hedge Fund Administrator Of The Year By Global Investor Magazine
SEI today announced that it was named “Hedge Fund Administrator of the Year” at the 2012 Global Investor Awards, held in London on June 28. [... More]
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Jun282012
SEI Quick Poll: Fiduciary Manager Usage By Pension Plan Sponsors To Double Over Next 5 Years
SEI recently conducted a quick poll of 50 corporate defined benefit plan sponsors to determine their organizations’ current and future use of a fiduciary manager and their top reaons for outsourcing the investment management of pension plan assets. [... More]
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Jun252012
SEI Quick Poll: Decreased Reimbursements To Have A High Impact On Healthcare Revenues In 2012
U.S. healthcare finance executives say that decreased reimbursements under healthcare reform could have a significant impact on their bottom lines for the remainder of 2012, according to a quick poll released today by SEI. [... More]
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Jun252012
SEI Appoints Christopher Freeman As Senior Business Development Director
SEI today announced that Christopher Freeman has joined the company as Senior Business Development Director, Global Wealth Services (GWS). [... More]
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Jun192012
BROADSTONE Goes Live With SEI Global Wealth Services
SEI announced today that Broadstone Pensions & Investments Ltd has gone live with the company’s Global Wealth Services (GWS) offering to support its independent wealth management services. [... More]
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Jun182012
SEI Chosen By Credit Suisse's Asset Management Division To Provide Middle-Office Services For US Municipal Bond Portfolios
SEI today announced an agreement with Credit Suisse’s Asset Management division to provide a comprehensive suite of middle-office services for the firm’s municipal bond portfolios. [... More]
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Jun132012
SEI's Pension Lifecycle Meter Shows Almost Half Of Corporate Pensions Remain Open To New Hires
SEI today released the results of its third Pension Lifecycle Meter, a biannual survey representing the current plan design stages of more than 150 U.S. corporate defined benefit plans. [... More]
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Jun122012
SEI Selected By Estlander & Partners To Provide Hedge Fund Outsourcing
SEI today announced that it has been selected by Estlander & Partners to provide operational outsourcing services for the firm’s hedge fund business. [... More]
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Jun62012
SEI Adds New Nonprofit Director To Support Continued Growth In Investment Outsourcing Business
SEI today announced the appointment of Mary Jane Bobyock, CFA, as Director of Nonprofit Advisory Services for SEI’s Institutional Group. [... More]
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May302012
SEI Quick Poll: Majority Of Advisors Want Romney, But Expect Obama Victory
Financial advisors want Mitt Romney to win the 2012 presidential election, yet a majority expect President Barack Obama will be victorious, according to an SEI Quick Poll released today. [... More]
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May282012
SEI Expands Team To Support Growing Fiduciary Management Business
SEI today announced the appointment of David Hickey as a Director within the company’s Institutional Group in London. [... More]
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May242012
Northern Bank Goes Live With SEI Global Wealth Services
SEI announced today that Northern Bank has gone live with the company’s Global Wealth Services (GWS) offering. [... More]
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May242012
SEI Selected By ORIX Investment Corporation To Provide Middle- And Back-Office Outsourcing
SEI today announced that it has been selected by ORIX Investment Corporation (OIC) to provide a complete back- and middle-office outsourcing solution for the firm’s hedge-fund business. [... More]
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May232012
SEI Extends Relationship With Key Capital To Include Private Equity Operations Outsourcing
SEI today announced that it has extended its relationship with Key Capital Investment Management Limited to include an operational outsourcing solution for the firm’s private equity business. [... More]
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May232012
SEI Declares Dividend Of $.15 Per Share And Increase In Stock Repurchase Program
The Board of Directors of SEI Investments Company today declared a dividend of $.15 (fifteen cents) per share. [... More]
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May232012
SEI Appoints Anita Juneja Relationship Director For Global Wealth Services
SEI today announced that Anita Juneja has joined the company as Relationship Director, Global Wealth Services (GWS). [... More]
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May212012
SEI To Host Investor Conference
SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, May 30, 2012, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
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May152012
SEI Receives SunTrust's Coveted 'Focus On Growth' Award
SEI today announced that it was recognized with the “Focus on Growth” award at SunTrust’s 2011 Supplier Summit in Atlanta, Georgia. [... More]
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May92012
SEI Selected By Leading Institutional Managers To Provide Operations Outsourcing Through Its Mutual Fund Series Trust
SEI today announced that it has been selected by STW Fixed Income Management (STW) and Westfield Capital Management (Westfield) to provide full-service operational outsourcing through the company’s Advisors’ Inner Circle Fund® (AIC) series trust offering. [... More]
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May82012
SEI Brings Goals-Based Investing To Canada
SEI today announced the launch of eight goals-based portfolios for Canadian investors. [... More]
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May22012
SEI Reports First-Quarter 2012 Financial Results
SEI Investments Company today announced financial results for first-quarter 2012. [... More]
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May22012
SEI Adds $2.8 Billion In New Institutional Assets In First Quarter Of 2012
SEI today announced strong global institutional sales for the first quarter of 2012, resulting in seven new clients and $2.8 billion in new assets under management. [... More]
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Apr232012
SEI Appoints Paul Swanson Head Of US Asset Management Distribution
SEI announced today the appointment of Paul Swanson as head of U.S. asset management distribution for SEI. [... More]
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Apr232012
SEI Named Best Service Provider In Hedge Funds World Awards Middle East
SEI today announced that it was named “Best Service Provider” at the 2012 Hedge Funds World Awards Middle East, recently held in Dubai, UAE. [... More]
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Apr202012
SEI Partners With AGF Investments To Provide Fully Integrated Collective Investment Trust Solution
SEI today announced that it has partnered with AGF Investments America Inc. (AGFA) to provide a fully-integrated suite of Collective Investment Trust (CIT) services. [... More]
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Apr192012
South African Pension Funds Urged To Make Full Use Of Their Offshore Diversification Benefits
South African pension funds should make full use of their right to invest up to 25 percent of their assets in offshore markets to ensure diversification, and should also review their international investment portfolios more regularly. [... More]
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Apr182012
SEI To Announce First-Quarter Earnings On Wednesday, May 2, 2012
SEI Investments Company announced today that it intends to release first-quarter earnings on Wednesday, May 2, 2012, before the markets open. [... More]
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Apr172012
SEI White Paper: CITs Present Huge Opportunity For Investment Managers In Projected $7 Trillion DC Market
Collective Investment Trusts (CITs) present tremendous opportunities for investment managers looking to gain market share in the multi-billion dollar defined contribution (DC) market. [... More]
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Apr162012
SEI Quick Poll: 80 Percent Of Wealth Management Organizations Plan To Invest In Operational Infrastructure In Next Year
According to an SEI Quick Poll released today, in an era where wealth management organizations face increased pressure to grow revenue and create a differentiated client experience, 80 percent of those polled at the ABA Wealth Management and Trust Conference plan to invest in operational infrastructure in the next 12 months in order to help meet their goals. [... More]
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Apr122012
SEI Poll: Investment Managers Optimistic As Investor Confidence Rises
With the economy and the market showing ongoing signs of improvement, business optimism among investment managers is extremely high according to a poll released today by SEI. [... More]
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Apr102012
SEI Named Best Administrator Technology Provider At HFMWeek's European Service Provider Awards
SEI today announced that it was named “Best Administrator – Technology Provider” in the 2012 HFMWeek European Service Provider Awards. [... More]
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Apr52012
SEI Quick Poll: Retirement Portfolios Look Solid, Yet Investors Still Shaking
The majority of financial advisors say their clients’ retirement portfolios are nearly recovered from a dollar amount, but that “the psychological scars run deep,” according to an SEI Quick Poll released today. [... More]
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Apr22012
SEI Hires Global Head Of Equities
SEI announced today the appointment of Stephen Beinhacker as Global Head of Equities for SEI’s Investment Management Unit. [... More]
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Mar192012
SEI Survey: Ultra Wealthy Say It Takes Work Ethic To Get Rich, Innovation To Stay There
Ultra wealthy Americans say work ethic is the key to achieving wealth, but it takes innovation to sustain it according to a poll released today by SEI. [... More]
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Mar132012
SEI Selected To Provide Operational Outsourcing For New Turnkey ETF Platform Offered By Exchange Traded Concepts
SEI today announced that it has been selected by Exchange Traded Concepts (ETC) to provide a comprehensive suite of back-office services for the firm’s recently launched turnkey ETF platform. [... More]
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Mar122012
SEI South Africa Islamic Funds' AUM Almost Doubles In 2011
SEI today announced that assets under management in its Shariah-compliant SEI Islamic Investments Fund Plc (“SIIF”) by South African investors increased by more than 83 percent in 2011. [... More]
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Mar62012
SEI Advisor Network Lands Record Number Of Advisors And Assets In 2011
SEI today announced that 2011 was a record-breaking year for the SEI Advisor Network as it generated more than $5 billion in cash receipts and signed 529 new Registered Investment Advisors. [... More]
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Feb282012
SEI Quick Poll: Controlling Pension Funding Volatility Named Top Priority For 2012
An SEI Quick Poll found that U.K. pension schemes view controlling funded status volatility as the top priority for their organizations. [... More]
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Feb272012
SEI Study: Hedge Fund Managers Must Prove Their Performance And Transparency Mettle Or Suffer Reputational Risk
With significant dollars poised to flow into hedge funds in 2012, managers must address investor transparency and liquidity concerns to take advantage of new funding opportunities, according to the fifth annual global study released today by SEI in collaboration with Greenwich Associates. [... More]
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Feb162012
SEI Enhances Front-Office Capabilities With Acquisition Of NorthStar Technology
SEI announced today that it has acquired assets of the technology firm NorthStar Systems International, Inc. in a move designed to quickly expand SEI’s front-office capabilities across its Global Wealth Platform, the company’s new wealth processing platform. [... More]
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Feb152012
SEI Quick Poll: Nonprofits To Better Align Portfolio Decisions With Organizational Finances In 2012
Nonprofit executives view aligning asset allocation decisions with organizational finance decisions as a top investment priority in 2012, according to a Quick Poll released today by SEI. [... More]
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Feb132012
SEI's Core Canadian Funds Have Strong Showing At Lipper Awards
SEI today announced that two of its funds, the SEI Canadian Equity Fund and the SEI Short Term Bond Fund, received Lipper Fund Awards at last Thursday’s award ceremony in Toronto. [... More]
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Feb92012
SEI Quick Poll: After Strong January, Advisors Turn Decidedly Optimistic For 2012
After a strong start for the stock market in January, financial advisors have turned decidedly more optimistic on the market’s performance for 2012, according to an SEI Quick Poll released today. [... More]
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Feb82012
SEI Quick Poll: Controlling Pension Funding Volatility The Top Priority For Third Year In A Row
For the third consecutive year, an SEI Quick Poll found that pension plan sponsors view controlling funded status volatility as the top priority for their organizations. [... More]
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Feb82012
SEI Islamic Funds' AUM Up In 2011
SEI today announced that assets under management in its Shariah-compliant SEI Islamic Investments Fund Plc increased by more than 25 percent in 2011, despite continued market volatility and net fund outflows elsewhere in the Islamic finance industry. [... More]
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Feb62012
SEI Selected By Asset Value Investors To Provide Fund Outsourcing Services
SEI announced today that it has been selected by Asset Value Investors (AVI) to provide full fund administration and trustee and custodial services for the investment manager’s new Irish Qualified Investment Funds (QIFs). [... More]
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Jan302012
SEI Selected By Monsoon Capital To Provide Outsourcing Services For Newly-Launched UCITS Fund
SEI announced today that it has been selected by Monsoon Capital, a U.S.-based alternative asset manager focusing on emerging markets, to provide full fund administration and trustee and custodial services for the firm’s UCITS IV fund. [... More]
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Jan262012
SEI Revamps Managed Accounts Program: Decreases Fees, Doubles Manager Lineup
SEI announced today reduced pricing, expanded investment styles and increased manager lineup for its Managed Accounts Program. [... More]
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Jan252012
SEI Reports Fourth-Quarter 2011 Financial Results
SEI Investments Company today announced financial results for fourth-quarter 2011. [... More]
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Jan232012
SEI Study: Hedge Fund Managers Must Make Strategies More Understandable Amid Performance Pressure
Institutional investors continue to deepen their commitment to hedge funds, but expect much more from managers in terms of articulating their value proposition, risk mitigation methodology, and performance expectations, according to the fifth annual global study released today by SEI in collaboration with Greenwich Associates. [... More]
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Jan192012
SEI Builds On The Success Of Global Wealth Services Offering With New Appointment
SEI today announced the appointment of Fiona Elbourne to Head of Operations, Global Wealth Services as part of an ongoing strategy to support the continued success of the SEI Global Wealth Services offering, powered by the Global Wealth Platform. [... More]
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Jan192012
SEI To Announce Fourth-Quarter Earnings On Wednesday, January 25, 2012
SEI Investments Company announced today that it intends to release fourth-quarter earnings on Wednesday, January 25, 2012, before the markets open. [... More]
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Jan172012
Scorpio Partnership, Standard Chartered Private Bank And SEI Global Wealth Services Launch 2012 Futurewealth Report: 'A Customer Revolution'
This third worldwide Futurewealth survey captures insight from 3,300 high-net-worth individuals and finds wealth creators in all regions are less confident about their ability to make money in the coming year. [... More]
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Jan102012
SEI's Pension Lifecycle Meter Shows Majority of US Corporate Pensions Still Accruing Benefits
SEI today released the most recent Pension Lifecycle Meter, which provides a biannual snapshot of the plan design stages of U.S. corporate defined benefit plans. [... More]
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Jan52012
SEI Quick Poll: Majority Of Ultra Wealthy Don't Share Personal Goals With Financial Advisors
When it comes to keeping their advisors in the know, most wealthy investors “just say no,” according to a poll released today by SEI. [... More]
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Jan32012
Multiple Award-Winning Berry Strikes Strategic Administration Partnership Agreement With SEI To Underpin Market-Leading Client Support Services
Private client wealth manager Berry Asset Management PLC (‘Berry’), confirmed today that it has struck a strategic administration partnership agreement with SEI. [... More]
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Dec222011
SEI Quick Poll: During 'Year Of Volatility,' Investors Dial Up Pressure, Demand More Communication From Advisors
According to an SEI Quick Poll released today, 2011 will be remembered as “The Year of Volatility” or “The Year of Uncertainty” among investors. [... More]
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Dec202011
SEI Introduces Form PF Reporting Services
SEI today unveiled a new service that assists SEC-registered investment advisers of private funds in meeting their Form PF obligations. [... More]
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Dec192011
SEI Releases Research On Pension Accounting Disclosure Assumptions For 2012
The tenth annual research study on pension accounting released by SEI today indicates a growing consensus among defined benefit plan sponsors in selecting discount rates last year. [... More]
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Dec142011
SEI Quick Poll: Volatility Here To Stay, Advisors Still Playing Catch-Up On Strategy And Implementation
According to an SEI Quick Poll released today, nearly all financial advisors believe market volatility is here to stay for the next two years, yet more than one-third (38 percent) have not implemented managed volatility strategies into clients’ portfolios. [... More]
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Dec122011
SEI Selected By EIG Global Energy Partners To Provide Private Equity Operations Outsourcing
SEI today announced that it has been selected by EIG Global Energy Partners to provide an operational outsourcing solution for the firm’s alternative investment business. [... More]
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Dec82011
SEI Global Poll: Use Of Liability-Driven Investing (LDI) Strategies Highest In 5 Years
An annual SEI Global Quick Poll released today found the number of pension plans adopting liability-driven investing (LDI) strategies has increased significantly since last year. [... More]
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Dec22011
SEI Grows UK Global Wealth Services Offering With Key Appointment
SEI today announced the appointment of Richard Goodall as Managing Director, Global Wealth Services, U.K. Business Transition. [... More]
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Nov302011
SEI White Paper: Volatility And Evolving Investor Needs Drive Continued Growth Of Regulated Alternative Funds
According to a white paper released today by SEI in collaboration with Strategic Insight, investor demands, combined with managers’ search for higher fees and broader client bases, are driving ongoing convergence of traditional and alternative investment products. [... More]
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Nov102011
SEI Poll: Managers Remain Optimistic In Spite Of Economic Uncertainty
A majority of investment managers (57 percent) are optimistic about their firm’s prospects over the next three years, according to a poll released today by SEI. [... More]
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Nov82011
SEI Survey: Private Equity Managers Increasing Transparency, Decreasing Fees To Retain Investors
In the wake of several years of underwhelming performance and lack of liquidity, many private equity fund managers are increasing transparency and decreasing fees to attract and retain skeptical investors, according to a global survey report released today by SEI in collaboration with Greenwich Associates. [... More]
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Nov72011
SEI Named 'Best Fund Administrator' By Buy-Side Technology
SEI today announced that it was named “Best Fund Administrator” in the 2011 Buy-Side Technology Awards. [... More]
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Oct312011
SEI Compliance Poll: For Second Consecutive Year, CCO's Stifled By Increased Responsibilities and Lagging Resources
According to results of a poll released today by SEI, for the second consecutive year chief compliance officers are taking on more and more responsibility while struggling to keep up with the pressure of ongoing regulatory changes. [... More]
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Oct272011
SEI Survey: Wealthy Parents Putting Off 'Money Talk' Until Children Reach Adulthood
While the majority of wealthy parents have strong ideas about how their children should use the wealth they will inherit, most are waiting until their children are well into adulthood to discuss those ideas, according to a recent SEI survey. [... More]
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Oct252011
SEI Adds Over US $1.2 Billion (765M Pounds) In New United Kingdom Fiduciary Management Assets
SEI, a leading global provider of fiduciary management, today announced strong one-year sales of the company’s fiduciary management offering in the United Kingdom resulting in 11 new fiduciary management clients and over US $1.2 billion (£765 million) in new assets under management. [... More]
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Oct242011
SEI Report: Majority Of Investors Prefer Online Communication To Face-To-Face Meetings
According to research released today by SEI, entitled Communication in the Information Age, while nine out of 10 wealth managers still regard face-to-face meetings as the most important communication method, the large majority of investors want to receive communications electronically. [... More]
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Oct212011
SEI Named 'Best Administrator - Single Manager Hedge Funds' At HFMWeek Hedge Fund Services Awards
SEI today announced that it was named “Best Administrator – Single Manager Hedge Funds” in the 2011 HFMWeek U.S. Hedge Fund Services Awards, among service providers with over $30 billion in assets under administration. [... More]
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Oct202011
SEI Global Wealth Services Selected To Support ARIA Growth Ambitions
SEI announced today that it has been selected as a strategic partner to ARIA Capital Management to support their discretionary investment management services through its Global Wealth Services solution. [... More]
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Oct192011
SEI Reports Third-Quarter 2011 Financial Results
SEI Investments Company today announced financial results for third-quarter 2011. [... More]
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Oct132011
SEI Selected As Fiduciary Manager For Draka UK Pension Plan Following KPMG Review
SEI, a leading global provider of fiduciary management, today announced that it has been hired by the trustees of the Draka UK Pension Plan (Draka) to provide fiduciary management services for the defined benefit pension plan, representing approximately £60 million in assets. [... More]
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Oct122011
SEI To Announce Third-Quarter Earnings On Wednesday, October 19, 2011
SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, October 19, 2011, before the markets open. [... More]
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Oct42011
SEI Survey: Private Equity Managers Struggling To Keep Up With Increasing Investor Transparency Demands
While nearly everyone in the private equity space agrees that there has been an increased focus on portfolio transparency and client reporting over the past few years, investors remain dissatisfied with the information they receive from managers, according to a global survey report released today by SEI in collaboration with Greenwich Associates. [... More]
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Oct32011
SEI Receives Peer Reviewed Designation From Healthcare Financial Management Association (HFMA)
The Healthcare Financial Management Association (HFMA) recently reviewed SEI, using the Peer Review Process. [... More]
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Sep302011
SEI Wealth Network Recognized As A 2011 NABCAP Premier Advisor
SEI announced today that the SEI Wealth Network® has been included in the National Association of Board Certified Advisory Practices’ (NABCAP) Premier Advisor list, published today by the Philadelphia Business Journal. [... More]
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Sep292011
SEI Finds 'Upside Of Downside' The Key To New Era Of Investing
SEI offers investors the option to adopt a managed volatility strategy designed to lower absolute risk, minimize losses, and achieve market-like returns through its U.S. Managed Volatility Fund. [... More]
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Sep272011
SEI Survey Shows Majority Of Wealthy Families Unprepared For Wealth Transfer
While wealthy families agree nearly unanimously that their wealth is a catalyst for family success, many don’t have a plan or strategy in place to transfer their wealth to future generations, according to a recent SEI survey. [... More]
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Sep222011
SEI Quick Poll: Nonprofits Continue To Increase Diversification To Help Manage Market Volatility
An SEI Quick Poll released today reveals that nonprofits are continuing to add new asset classes to portfolios in an effort to decrease ongoing investment volatility. [... More]
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Sep202011
SEI Selected By SpareBank1 Markets To Provide Outsourcing Services For UCITS Fund
SEI announced today that it has been selected by SpareBank1 Markets AS, a leading Nordic investment manager, to provide full fund administration and trustee and custodial services for its new Irish-registered UCITS fund. [... More]
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Sep192011
Fusion Wealth Goes Live With SEI Global Wealth Services
SEI today announced that Fusion Wealth has gone live with the company’s Global Wealth Services (GWS) solution. [... More]
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Aug302011
SEI Survey: Investors' High Hopes For Private Equity Come With Higher Expectations For Managers
With sluggish returns projected for many asset classes, institutional investors are turning to private equity as a source of alpha but expect greater transparency, reporting and risk management from managers according to a global survey report released today by SEI in collaboration with Greenwich Associates. [... More]
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Aug292011
SEI Identifies 4 Ways For Advisors To Boost Client Referrals In Any Market
While financial advisors agree that client referrals are critical to a firm’s growth, nearly half of advisors say they’ve asked only “a small percentage” of their clients for a referral, according to an SEI Quick Poll released today. [... More]
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Aug252011
SEI Quick Poll: More Pensions Using Alternatives; Funded Status Volatility Continues To Be A Concern
An SEI Quick Poll released today shows a significant increase in the percentage of pension portfolios investing in alternatives when compared to the previous three years of polling. [... More]
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Aug222011
SEI Introduces Functionality To Support UCITS IV Requirements
SEI announced today the launch of new tools designed to assist investment managers in meeting mandatory requirements under the Undertakings for Collective Investment in Transferable Securities IV (UCITS) Directive. [... More]
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Aug152011
SEI Canada Expands Team With Appointment Of Brent Wilkins
SEI announced today the appointment of Brent Wilkins as Head of Asset Management Distribution for SEI’s Canada office. [... More]
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Aug152011
SEI Selected By Granite Investment Partners To Provide Comprehensive Middle- And Back-Office Outsourcing
SEI today announced that it has been selected by Granite Investment Partners to provide a complete back- and middle-office outsourcing solution for the firm’s separate accounts. [... More]
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Aug82011
SEI Global Wealth Services And Paradigm Group Partner To Launch Workplace Platform
SEI announced today that it has been selected as a strategic partner to the Paradigm Group to launch a workplace investment platform accessed through JargonFreeBenefits, a front-end flex benefit system to manage workplace pensions, benefits, and payroll. [... More]
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Aug22011
SEI Report: Nearly 2 Out Of 3 Investors Say Wealth Management Industry Struggles To Demonstrate 'Empathy'
While wealth managers have long referred to the wealth management industry as a “relationship business,” the majority of investors disagree, feeling that their needs are anything but central to the service they receive. [... More]
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Jul212011
SEI Reports Second-Quarter 2011 Financial Results
SEI Investments Company today announced financial results for second-quarter 2011. [... More]
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Jul202011
SEI Named 'Fiduciary Management Firm Of The Year'
SEI today announced that the company has been named “Fiduciary Management Firm of the Year” at the 4th annual European Pensions Awards ceremony. [... More]
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Jul142011
SEI To Announce Second-Quarter Earnings On Thursday, July 21, 2011
SEI Investments Company announced today that it intends to release second-quarter earnings on Thursday, July 21, 2011, before the markets open. [... More]
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Jun162011
SEI Quick Poll: 61 Percent Of Wealth Management Organizations Are Taking Action To Improve Client Centricity
According to an SEI Quick Poll released today, 61 percent of wealth managers say their organizations are either actively engaged in centricity programs or have plans to launch such programs in the next 12 months. [... More]
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Jun162011
SEI Quick Poll: 1 In 4 Top Financial Advisors Use Electronic Tablets For Client And Prospect Meetings
Top advisors remain frustrated by the use of technology in their business, identifying “lack of integration” (50 percent), “complexity” (28 percent) and “managing multiple vendors” as their key challenges, according to an SEI Quick Poll released today. [... More]
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Jun62011
SEI Named Best Funds Of Hedge Funds Administrator At HFMWeek's European Service Provider Awards
SEI today announced that it was named “Best Funds of Hedge Funds Administrator” in the 2011 HFMWeek European Service Provider Awards among service providers with over $30 billion in assets under administration. [... More]
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May312011
SEI Quick Poll: Advisors Say Majority Of Investors Are 'Worried They Will Outlive Their Savings'
Investors are worried about retiring later and with less, according to an SEI Quick Poll released today. [... More]
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May252011
SEI Declares Increased Dividend of $.12 Per Share And Increase In Stock Repurchase Program
The Board of Directors of SEI Investments Company today declared an increased dividend of $.12 (twelve cents) per share. [... More]
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May252011
SEI To Hold Investor Conference
SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, June 1, 2011, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
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May182011
SEI Named 'Service Provider Of The Year' At MMI Industry Leadership Awards
SEI today announced that it was named “Service Provider of the Year” at the annual Money Management Institute (MMI) Advisory Solutions Industry Leadership Awards ceremony. [... More]
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May112011
SEI's Pension Lifecycle Meter Shows 60 Percent of US Corporate Pension Plans Are Closed To New Entrants
SEI today released the findings of a new gauge that will provide updated statistics on the state of plan design for U.S. corporate defined benefit plans. [... More]
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May102011
SEI Adds Series Of Enhancements To Investor Reporting Website
SEI today announced that it has deployed a series of cutting-edge enhancements to the company’s Investor Dashboard which address emerging trends in the market. [... More]
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May52011
SEI Report: Investors Directly Equate Objectivity To The Quality Of Their Wealth Management Relationships
According to research released today by SEI, both wealth managers and investors agree that objectivity – focusing on clients’ needs first – is the key to establishing wealth management as a relationship-oriented business. [... More]
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May32011
SEI's Global Wealth Services Selected By Premier Asset Management For Investment Processing Services
SEI today announced that it has been selected by Premier Asset Management to provide investment processing services through its Global Wealth Services solution. [... More]
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Apr272011
SEI Reports First-Quarter 2011 Financial Results
Diluted earnings per share were $.31 in first-quarter 2011 and first-quarter 2010. These results include gains from Structured Investment Vehicles (SIV) securities of $6.9 million or approximately $.02 diluted earnings per share in first quarter 2011 compared to $17.3 million or approximately $.05 diluted earnings per share in first-quarter 2010. [... More]
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Apr252011
SEI Finds That Fear And Confidence Issues Hinder Affluent Families From Effectively Passing Wealth To Future Generations
Insights from a recent SEI Wealth Insight Initiative roundtable suggest that fear of negative outcomes and a lack of confidence in heirs are two of the biggest barriers to families sustaining and growing wealth over time. [... More]
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Apr182011
SEI Quick Poll: When It Comes To Tax Management, Clients Don't Ask, Advisors Don't Tell
According to an SEI Quick Poll released today, more than 90 percent of financial advisors say their clients rarely or occasionally ask about ways to minimize taxes on their investments, yet more than two-thirds of advisors say they can help preserve more than 3 percent of their clients’ wealth through specific tax-management strategies. [... More]
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Apr142011
SEI Poll: Investment Managers Optimistic But Remain Focused On Increasing Efficiency
Despite ongoing regulatory challenges and political uncertainty, investment managers are optimistic about their business outlooks. [... More]
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Apr72011
SEI Report: Wealth Managers And Clients Differ On Definition And Importance Of Independence
According to research released today by SEI, in collaboration with Scorpio Partnership, while nearly three out of four investors regard “independence” as important or somewhat important, many investors believe that independence in a wealth industry relationship remains more a hope than an expectation. [... More]
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Apr72011
SEI To Announce First-Quarter Earnings On Wednesday, April 27, 2011
SEI Investments Company announced today that it intends to release first-quarter earnings on Wednesday, April 27, 2011, before the markets open. [... More]
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Apr52011
SEI Quick Poll: Advisors Say Lack Of Frequency 'Common Pitfall' Of Client Communications
Nearly two-thirds (62 percent) of financial advisors say their greatest pitfall in communicating with clients is lack of frequency, according to an SEI Quick Poll released today. [... More]
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Mar292011
SEI Launches Goals-Based Global Strategic Portfolios
SEI today announced the launch of a new range of investment solutions, the SEI Global Strategic Portfolios. [... More]
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Mar142011
SEI Extends Operational Outsourcing Relationships With Multiple Mutual Fund Clients
SEI today announced that it has secured long-term contract extensions with several existing mutual fund clients to provide full-service operational outsourcing through the company’s Advisors’ Inner Circle Fund® (AIC) series trust offering. [... More]
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Mar82011
SEI Advisor Network Signs More Than 400 New Advisors And Receives $5 Billion In Assets For 2010
SEI today announced that 2010 was a year of strong growth for the SEI Advisor Network as it signed on 406 new Registered Investment Advisors, increased assets under management to nearly $31 billion and generated $5 billion in new receipts. [... More]
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Mar72011
SEI Selected By Allianz Global Investors Managed Accounts To Provide SMA Outsourcing Solution
SEI today announced that it has been selected by Allianz Global Investors Managed Accounts (AGIMA) to provide a full suite of operations outsourcing services for the firm’s separately managed account (SMA) business. [... More]
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Feb282011
SEI Named To Global Outsourcing 100
SEI today announced that it has been named to The 2011 Global Outsourcing 100® by the International Association of Outsourcing Professionals® (IAOP). [... More]
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Feb142011
SEI Quick Poll: Heart Trumps Head In Investing For Wealthy Individuals
A new Quick Poll from SEI today showed that more than two-thirds (68 percent) of high-net-worth individuals surveyed have let their emotions get in the way of making the best investment decisions. [... More]
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Feb102011
SEI Quick Poll: Nonprofits Focused On Downside Risk And Aligning Portfolio With Organizational Finances
An SEI Quick Poll released today found that nonprofit finance executives say their highest investment priority for 2011 is to make asset allocation changes focused on downside risk protection. [... More]
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Feb82011
SEI Quick Poll: Pension Sponsors Identify Controlling Volatility, Establishing Long-Term Strategies As Top Priorities For 2011
An SEI Quick Poll released today found that, for the second consecutive year, pension plan sponsors say their number one priority for the coming year is finding a way to control funded status volatility. [... More]
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Feb72011
SEI Selected By 36 South To Provide Outsourcing Services For Irish Registered Funds
SEI announced today that it had been selected by absolute return manager 36 South Capital Advisors LLP to provide full-service operational outsourcing for the firm’s recently re-domiciled volatility funds. [... More]
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Feb32011
SEI Adds 24 New Institutional Clients in 2010
SEI today announced strong 2010 global institutional sales resulting in 24 new institutional clients. [... More]
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Jan272011
SEI's Global Wealth Services Infrastructure Chosen To Support True Potential's Innovative Wrap Platform
SEI announced today that the company’s Global Wealth Services infrastructure has been selected by True Potential to power the firm’s new wrap platform. [... More]
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Jan262011
SEI Reports Fourth-Quarter 2010 Financial Results
SEI Investments Company today announced financial results for fourth-quarter 2010, reporting an increase in net income attributable to SEI and diluted earnings per share compared to fourth-quarter 2009. [... More]
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Jan202011
SEI Recontracts With RiverFront Investment Group To Provide SMA Outsourcing Solution
SEI today announced that it has extended its relationship with RiverFront Investment Group, LLC to provide operations outsourcing services for the firm’s separate account business for an additional three years. [... More]
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Jan202011
SEI To Announce Fourth-Quarter Earnings On Wednesday, January 26, 2011
SEI Investments Company announced today that it intends to release fourth-quarter earnings on Wednesday, Jan. 26, 2011, before the markets open. [... More]
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Jan182011
SEI Study: Hedge Fund Managers Must Focus On Risk Management To Capitalize On Renewed Investor Commitment
Institutional investors are bolstering their commitment to hedge funds, but expect greater transparency and solid risk management infrastructures from managers, according to an annual global study released today by SEI in collaboration with Greenwich Associates. [... More]
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Jan132011
SEI Survey: Advisors More Optimistic About 2011 Than Their Clients
Financial advisors are more optimistic about the economy than their clients heading into 2011, according to an SEI Survey released today. [... More]
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Jan112011
SEI Renews Long-Term Relationship With The Trust Company Of Oklahoma
SEI announced today that it has renewed a multi-year agreement with the Trust Company of Oklahoma to provide core processing and accounting systems, as well as additional processing services, to its private client and institutional businesses. [... More]
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Jan102011
Fiduciary Manager SEI Expands Team With Appointment Of Geoffrey Randells
SEI, the first and largest global provider of Fiduciary Management, today announced that it has expanded its institutional investment team with the appointment of Geoffrey Randells as a Client Investment Strategist for the EMEA region. [... More]
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Jan102011
SEI Shariah Investment Solution Launches On Allfunds Platform
SEI, a leading global provider of outsourced asset management, investment processing, and investment operations solutions, announced today a partnership with Allfunds Bank to offer a greater choice of investment solutions for Shariah investors in the Gulf Cooperation Council (GCC). [... More]
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Jan102011
SEI Poll: Biggest Challenges For Hedge Fund CFOs Is Meeting Regulatory Requirements And Investor Expectations
While the economy remains a concern, hedge fund CFOs say addressing new regulatory requirements and meeting evolving investor expectations are the biggest challenges for 2011, according to a poll released today by SEI. [... More]
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Jan62011
SEI Expands Middle-Office Services With Enhanced Pricing and Valuation Capabilities
SEI today announced that it has extended its array of middle-office services by enhancing its asset pricing and valuation validation solution for investment managers. [... More]
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Dec162010
SEI Releases 2011 Update Of Research On Pension Accounting Disclosure Assumptions
According to an annual research study on pension accounting released today by SEI, the range of discount rates being used by defined benefit plan sponsors continues to widen compared to years past. [... More]
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Dec142010
SEI Declares $.10 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.10 (ten cents) per share. [... More]
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Dec142010
New Report From SEI Shows Disconnect On Meaning Of Transparency
SEI today released the latest in a series of special interest papers that examines the changing relationship between investors and their wealth managers. [... More]
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Dec72010
SEI Research Reveals Innovative Communication Strategy Essential To Client-Wealth Manager Relationships
SEI today released the fifth in a series of special interest papers, entitled 'The Information Age,' which looks at the value clients place on the dialogue they have with their wealth adviser and the expansion of technological tools within the market that enable open-channel communication. [... More]
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Dec12010
SEI Global Poll: 4th Annual Poll Finds Interest In Liability Driven Investing Remains High
An SEI Global Quick Poll released today shows that the number of pension plans adopting liability driven investing (LDI) strategies has remained steady over the past year. [... More]
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Nov302010
SEI Enhances Goals-Based Strategic Portfolios With Addition Of Absolute Return Strategies
SEI today announced the addition of absolute return strategies to their goals-based strategic portfolios with the aim of delivering further diversification and exposure to long-term capital growth whilst reducing risk. [... More]
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Nov222010
SEI Makes Senior Hire For Global Wealth Services
SEI announced today the appointment of David Simpson as Senior Business Development Director. [... More]
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Nov192010
SEI Investments Canada Company Announces Intention To Terminate The Enhanced Global Bond Fund And International Synthetic Fund
SEI Investments Canada Company, manager of the Enhanced Global Bond Fund and the International Synthetic Fund, announced today that it intends to terminate the Funds on or about Tuesday, January 18, 2011, following written notice to existing unitholders of the Funds. [... More]
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Nov182010
SEI Renews Long-Term Relationship With Suntrust
SEI announced today that it has renewed a multi-year agreement with SunTrust Banks, Inc. to provide core processing and accounting systems, as well as added services that assist with processing, to its private client and institutional businesses. [... More]
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Nov112010
SEI Expands Relationship With Pennant Management To Include Mutual Fund Operations Outsourcing
SEI today announced that it has been selected by Pennant Management to provide full-service operational outsourcing for the firm’s recently launched mutual fund offerings. [... More]
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Nov92010
SEI Advisor Network Pledges 'No Fees, No Matter What' To Advisors
In a program called No Advisor Fees, No Matter What, SEI Advisor Network, a business unit of SEI (NASDAQ:SEIC), today announced that it is committed to maintaining a no-fees policy for its existing and new advisor clients, regardless of the amount of assets a firm has under management. [... More]
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Nov22010
SEI Named 'Most Innovative Fund Administrator' And 'Best Funds of Hedge Funds Administrator' At HFMWeek Hedge Fund Service Awards
SEI today announced that it was named “Most Innovative Fund Administrator” and “Best Funds of Hedge Funds Administrator” in the 2010 HFMWeek US Hedge Fund Services Awards among service providers with over $30 billion in assets under administration. [... More]
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Oct292010
SEI Quick Poll: Advisors Say Upcoming Elections Breed 'Fear And Uncertainty' Among Investors
Nearly half of financial advisors believe the upcoming elections have created “fear and uncertainty” among their clients, according to an SEI Quick Poll released today. [... More]
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Oct272010
Bestinvest Chooses SEI's Global Wealth Services As New Platform Partner
Bestinvest today announced that it has selected SEI to provide its Global Wealth Services (GWS) offering to the firm. [... More]
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Oct262010
SEI Compliance Poll: Too Many Responsibilities, Too Few Resources Greatest Impediments To CCO Effectiveness
Chief compliance officers continue to take on more and more responsibility while struggling to keep up with the pressure of ongoing regulatory changes, according to a poll released today by SEI. [... More]
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Oct252010
SEI Institutional Client Honored With Pension Plan Implementation Award
SEI today announced that for the second consecutive year, one of the company's institutional clients – Magnetek, Inc. – was recognized with the "Solutions Superstar" award by EmployersWeb. [... More]
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Oct212010
SEI To Discuss Continued Innovation At Sibos Conference In Amsterdam
SEI announced today that it will make two presentations on the need for continued innovation in financial services and wealth management at the Sibos conference, in Amsterdam, Oct. 25-29, 2010. [... More]
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Oct202010
SEI Reports Third-Quarter 2010 Financial Results
SEI Investments Company today announced financial results for third-quarter 2010, reporting an increase in net income attributable to SEI and diluted earnings per share compared to third-quarter 2009. [... More]
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Oct192010
SEI Announces Increase In Stock Repurchase Program
The Board of Directors of SEI Investments Company today approved an increase in its stock repurchase program by an additional $100 million. [... More]
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Oct192010
SEI Quick Poll: Wealthy Individuals Use Social Media More Than Most Americans
A new Quick Poll from SEI today showed that 70 percent of high-net-worth individuals surveyed are users of Facebook and other social media sites. [... More]
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Oct142010
SEI Investment Solution Launches On Ascentric
SEI today announced that it has expanded the distribution of its investment solution to the U.K. IFA marketplace by adding its suite of strategic portfolios to Ascentric, the independent wrap platform for financial advisers. [... More]
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Oct132010
SEI To Announce Third-Quarter Earnings On Wednesday, October 20, 2010
SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, Oct. 20, 2010, before the markets open. [... More]
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Oct42010
SEI Enhances Compliance Offering To Help Managers Meet Changing Regulatory Demands
SEI today announced that it has enhanced its ComplianceAdvantage program to help investment managers ease the burden of increasing regulatory complexity due to recent SEC rule changes. [... More]
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Sep282010
SEI Selected By Sands Capital Management To Provide Operational Outsourcing
SEI announced today that it has been selected by Sands Capital Management to provide full-service operational outsourcing for the firm’s recently created U.S. mutual fund and Dublin-based UCITS (Undertakings for Collective Investment in Transferable Securities) offerings. [... More]
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Sep222010
SEI Launches 'Ready-4-Reform' To Aid Advisors With New Regulations, Promote Business Growth
SEI today announced it has launched Ready-4-Reform, a program to help advisors prepare for the new regulatory environment and pending legislative changes. [... More]
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Sep132010
Fiduciary Manager SEI Expands Team With Appointment Of Bruce Rogerson
SEI, the first and largest global provider of Fiduciary Management, today announced that it has expanded its U.K. client service team with the appointment of Bruce Rogerson as a Client Service Director. [... More]
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Sep132010
SEI Quick Poll: Pension Plans Increase Use Of Alternative Investments
An SEI Quick Poll released today shows a significant increase in the percentage of pension portfolios investing in alternatives, when compared to the previous two years. [... More]
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Sep62010
SEI South Africa Appoints Managing Director
SEI Investments (South Africa) Limited, a subsidiary of SEI Investments Company, has appointed Giles Mokoka as Managing Director and head of its South African operation based in Johannesburg. [... More]
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Aug252010
SEI To Provide Collateral Management Solution For OTC Derivatives
SEI announced today that it has expanded its middle office outsourcing services to include collateral management for OTC derivatives, providing its asset manager clients with a more automated, controlled, and independent method by which to manage their counterparty exposure. [... More]
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Aug232010
SEI's ETF Platform Trades Over 50 Percent Of All U.S. ETF Assets
SEI today announced that it supports authorized participant (AP) trading for over 300 Exchange Traded Funds (ETFs). [... More]
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Aug192010
SEI Adds 15 Clients, $2.5 Billion In New Institutional Assets In First Half of 2010
SEI today announced strong global institutional sales resulting in 15 new institutional clients and nearly $2.5 billion in assets under management through the first half of 2010. [... More]
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Aug172010
SEI Quick Poll: Nonprofit Investment Committees Continue To Face Significant Challenges
An SEI Quick Poll released today shows nonprofits have considered switching to an outsourced CIO model to manage assets, as a result of recent economic conditions. [... More]
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Aug92010
SEI Selected By Aviva Investors North America To Provide Mutual Fund Operations Outsourcing
SEI today announced that it has been selected by Aviva Investors North America to provide full-service fund operations outsourcing for the firm’s recently created mutual fund offering. [... More]
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Aug52010
SEI Grows Wealth Management Offering With New Appointment
SEI announced today the appointment of Cedric Bucher as Director of Client Investment Strategy (Private Client). [... More]
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Jul292010
Fiduciary Manager SEI Expands Advice Team With Appointment Of Cyprian Njamma
SEI, the leading global provider of Fiduciary Management, today announced that it has expanded its institutional advice team with the appointment of Cyprian Njamma as an asset and liability analyst. [... More]
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Jul262010
SEI Quick Poll: Private Banking Wealth Managers Are Ramping Up Client Reporting in a Post-Madoff World
According to a new Quick Poll conducted by SEI, private banking wealth managers and operations personnel say their clients want significantly enhanced financial reporting in a “post-Madoff world.” [... More]
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Jul222010
SEI Quick Poll: Majority Of Advisors Unfamiliar With Financial Reform And Unclear On Impact To Business, Clients
A majority of financial advisors say they are unfamiliar with many of the details surrounding financial reform and its potential impact on their business and clients, according to an SEI Quick Poll released today. [... More]
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Jul212010
SEI Reports Second-Quarter 2010 Financial Results
SEI Investments Company today announced financial results for second-quarter 2010, reporting an increase in net income attributable to SEI and diluted earnings per share compared to second-quarter 2009. [... More]
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Jul192010
SEI Appointed As Fiduciary Manager For Jeyes Pension Funds
SEI, a leading global provider of Fiduciary Management, today announced that it has been appointed as Fiduciary Manager to the £22 million Jeyes Pension Fund and the £2.6 million Jeyes Supplementary Pension Scheme. [... More]
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Jul152010
SEI To Announce Second-Quarter Earnings On Wednesday, July 21, 2010
SEI Investments Company announced today that it intends to release second-quarter earnings on Wednesday, July 21, 2010, before the markets open. [... More]
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Jul132010
SEI Unveils New Liquidity Management Tool
SEI today unveiled a new front-office liquidity management tool that allows its asset manager clients to continuously track, analyze, and manage the portfolio positions of their funds as well as investor redemption provisions. [... More]
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Jul132010
SEI Named A Finalist For Nonprofit 'Multi-Manager Of The Year'
SEI today announced that the company is a finalist for nonprofit “Multi-Manager of the Year” at the 10th Annual Nonprofit Awards for Excellence sponsored by Foundation & Endowment Money Management Magazine (FEMM). [... More]
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Jun302010
SEI Research Reveals Objectivity Key To The Future Of Wealth Management Client Relationships
SEI today released the third in a series of special interest papers, entitled, 'Objectivity and the Client Experience,' which looks at the changing relationship between private clients and their wealth managers. [... More]
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Jun232010
SEI Survey: New Reality Of Advisor-Client Relationship Takes Focus Away From Top-Line Growth
A recent SEI survey of 150 strategic financial advisors that work with SEI found that even among this elite group, advisors continue to spend more of their time reassuring existing clients than actively acquiring new ones. [... More]
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Jun222010
SEI Research: Multiemployer Plans Considering Changes In Wake Of Poor Funded Status
New research from SEI’s Pension Management Research Panel outlines four key issues impacting multiemployer plans and addressing poorly funded plans. [... More]
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Jun172010
SEI Quick Poll: Private Banking Wealth Managers Identify Industry Shift Towards Client-Centric Focus
According to a new Quick Poll conducted by SEI, private banking wealth managers and operations personnel say the industry is in a period of significant change and many believe that end–investors will emerge as the big winners. [... More]
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Jun162010
SEI To Provide Processing Services For Wilmington Trust's Advisory Businesses
SEI announced today that it has entered into a long-term agreement with Wilmington Trust to provide core processing and accounting systems for the firm’s two advisory businesses, Wealth Advisory Services and Corporate Client Services. [... More]
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Jun92010
SEI To Hold Investor Conference
SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, June 16, 2010, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
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May252010
SEI Declares $.10 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.10 (ten cents) per share. [... More]
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May242010
SEI White Paper: Investor Demand Drives Growth Of Alternative Mutual Funds In U.S. And Europe
In the wake of historic market losses and epic scandals, a restless and empowered investor base is demanding greater transparency and liquidity from managers, while focusing on absolute returns and uncorrelated investment strategies. [... More]
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May192010
SEI To Provide Global Wealth Services To PFP Wealth Management
SEI today announced that it has been selected by PFP Group LLP (PFP), to provide its Global Wealth Services (GWS) offering to the firm. [... More]
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May182010
SEI Selected By The Corporate Executive Board For Vendor Management Case Study
SEI announced today that the company was selected by The Corporate Executive Board to be the focus of a vendor management case study. [... More]
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May172010
SEI Enhances Private Equity Reporting Platform To Deliver Portfolio Company Level Transparency
SEI today announced that it has partnered with the Burgiss Group to enhance its private equity platform by providing new levels of transparency and reporting to its private equity fund of funds clients. [... More]
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May172010
SEI’s Global Wealth Services To Support UK Wealth Management's Ambitious Growth Plan
SEI today announced that it has been selected by UK Wealth Management (UKWM) to provide its Global Wealth Services (GWS) offering to the firm. [... More]
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May42010
SEI Quick Poll: Majority of Advisors Say Learning Best Practices from Peers is Critical to Success
A majority of financial advisors believe they can learn how to make their business more efficient and effective through their peers, according to an SEI Quick Poll released today. [... More]
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Apr292010
SEI Quick Poll: Bank Wealth Managers Concerned By Increased Regulatory Pressure
According to a new Quick Poll conducted by SEI, bank wealth managers are feeling overwhelmed by ever-increasing compliance and regulatory issues. [... More]
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Apr282010
SEI Reports First-Quarter 2010 Financial Results
SEI Investments Company today announced financial results for first-quarter 2010, reporting an increase in net income attributable to SEI, and diluted earnings per share compared to first-quarter 2009. [... More]
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Apr282010
SEI And Cofunds Partner To Provide An Outsourced Investment Solution To Benefit UK IFA Market
SEI today announced the launch of its new investment solution to the UK IFA marketplace, through a strategic partnership with Cofunds, one of the UK's largest investment platforms. [... More]
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Apr262010
SEI Launches Comprehensive Online Global Asset Management Product Guide
SEI today launched The Global Asset Management Product Guide, a comprehensive online resource that details the key features and requirements of the investment product packaging options predominant in today’s market. [... More]
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Apr262010
SEI Research Reveals Only 1 In 3 Private Clients Believe Independence In A Wealth Industry Relationship Is Achievable
SEI today released the second in their series of special interest papers, which looks at the changing relationship between private clients and their wealth managers. [... More]
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Apr212010
SEI To Announce First-Quarter Earnings On Wednesday, April 28, 2010
SEI Investments Company announced today that it intends to release first-quarter earnings on Wednesday, April 28, 2010, before the markets open. [... More]
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Apr192010
SEI’s Institutional Nonprofit Business Adds More Than $500 Million In New Assets
SEI today announced continued sales growth in its foundation and endowment institutional business with the addition of more than $500 million in new nonprofit assets under management during the previous two quarters. [... More]
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Apr152010
SEI Selected By Wells Fargo To Provide Processing For Wealth Management And Institutional Retirement Businesses
SEI announced today that it has entered into a multi-year agreement with Wells Fargo & Company to provide core processing and accounting systems for the firm’s wealth management and institutional retirement businesses. [... More]
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Apr82010
SEI Selected By PIMCO To Provide SMA Outsourcing Solution
SEI today announced that it has been selected by PIMCO to provide separate account outsourcing services for the firm’s Laddered Municipal Bond strategy. [... More]
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Apr62010
SEI Enhances Side Pocket Processing Capabilities
SEI today announced that it has further expanded its capabilities related to the processing and accounting of side pocket investments for fund managers. [... More]
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Mar232010
SEI Named To Philadelphia Inquirer's List Of Top Workplaces
SEI announced today it has been named one of the Top Workplaces by The Philadelphia Inquirer. [... More]
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Mar172010
SEI Introduces Enhanced Portfolio And Account Monitoring Services For Wealth Managers
SEI announced today that it is now offering enhanced portfolio and account monitoring services, which provides institutions with flexible management reporting capability, thereby increasing the efficiency and effectiveness of the account review process. [... More]
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Mar112010
SEI's PensionConnect 360 Completes Its 1,000th Pension Plan Analysis
SEI today announced record sales growth in its corporate defined benefit business over a five year period. [... More]
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Mar82010
SEI Chosen By AlphaOne Capital Partners To Provide Operations Outsourcing
SEI today announced that it has been selected by AlphaOne Capital Partners to provide a complete outsourcing solution, including middle- and back-office services, for the firm’s portfolio of investment products. [... More]
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Mar42010
SEI Advisor Network Signs 250 New Advisors And Receives $4.5 Billion In Assets For 2009
SEI today announced that 2009 was a year of positive business growth for the SEI Advisor Network. [... More]
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Feb222010
SEI Selected To Deliver Global Wealth Services To The Cavanagh Group
SEI today announced that it has been selected to provide Global Wealth Services to The Cavanagh Group, one of the UK's largest IFAs. [... More]
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Feb162010
SEI Selected By Fred Alger Management, Inc. To Provide SMA Outsourcing Solution
SEI today announced that it has been selected by Fred Alger Management, Inc. to provide operations outsourcing services for the firm’s separately managed account (SMA) business. [... More]
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Feb162010
SEI Ranked #1 For Best Mutual Fund Statement Reporting And Documentation Of Goals And Progress
SEI announced today that it has been recognized by Dalbar’s 12th Annual Trends and Best Practices in Investor Statements report for having the best documentation of goals and progress. [... More]
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Feb112010
SEI Quick Poll: Pension Sponsors Say Controlling Volatility, Improving Funded Status Top Priorities
An SEI Quick Poll released today shows that pension plan sponsors say their number one priority for 2010 is finding a way to control funded status volatility. [... More]
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Feb32010
SEI Research Highlights Gulf Between Expectations Of Wealth Managers And Their Clients
SEI today released the first in a new series of special interest papers that look at the changing relationship between private clients and their wealth managers, entitled, 'Tackling Transparency.’ [... More]
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Feb12010
SEI Selected By Faithshares Advisors To Provide Turnkey Solution To Support New Exchange Traded Funds
SEI today announced that it has been selected by FaithShares Advisors LLC to provide a fully integrated, turnkey solution to support the firm’s faith-based exchange traded funds (ETFs). [... More]
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Jan272010
SEI Reports Fourth-Quarter 2009 Financial Results
SEI Investments Company today announced financial results for fourth-quarter 2009, reporting increases in revenues and net income attributable to SEI, and diluted earnings per share compared to fourth-quarter 2008. [... More]
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Jan252010
SEI Survey: Investors' Continued Commitment To Hedge Funds Comes With Rising Expectations
In the wake of the investment scandals, market dislocations, and regulatory scrutiny of the past year, transparency and liquidity risk have surpassed poor performance as the top concerns for institutional investors investing in hedge funds, according to a global survey report released today by SEI in collaboration with Greenwich Associates. [... More]
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Jan212010
SEI To Announce Fourth-Quarter Earnings On Wednesday, January 27, 2010
SEI Investments Company announced today that it intends to release fourth-quarter earnings on Wednesday, Jan. 27, 2010, before the markets open. [... More]
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Jan192010
SEI Extends Outsourcing Relationship With Causeway Funds
SEI today announced that it has extended its relationship with Causeway Capital Management Trust to provide outsourcing services for the firm’s expanding family of international funds. [... More]
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Jan142010
SEI Quick Poll: Advisors Set To Grow Business, Increase Client Contact And Improve Technology In 2010
A majority of advisors and investors are optimistic for 2010 and more than half have reentered the markets, according to an SEI Quick Poll released today. [... More]
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Jan72010
SEI’s Enhanced Bank Loan Outsourcing Services Deliver Integrated, Automated Loan Data And Middle-Office Processing
SEI today announced that it is enhancing its bank loan operational outsourcing solution by leveraging new technologies that increase loan processing automation and incorporate in-depth independently-sourced data. [... More]
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Jan62010
SEI Poll: Nonprofit Investment Committees Aim To Address Liquidity Needs And Fiduciary Roles In 2010
An SEI Quick Poll released today shows that nonprofit foundations and endowments are concerned about liquidity, defining fiduciary roles, and protecting against potential inflation as they head into 2010. [... More]
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Dec172009
Prins Bernhard Cultuurfonds Selects SEI As Fiduciary Manager
Prins Bernhard Cultuurfonds (Cultuurfonds), a well known charitable foundation dedicated to supporting culture, heritage, and nature conservation in the Netherlands, and SEI, the leading global provider of Fiduciary Management, announced today that SEI has been appointed as Fiduciary Manager. [... More]
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Dec162009
SEI Targets Growth In Canada
SEI today affirmed its strategic commitment to grow its Canadian operations with the appointment of five new team members to the Canadian Private Banks segment. [... More]
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Dec162009
SEI Releases 2010 Update Of FAS 87 Disclosure Assumption Research For Pension Plan Sponsors
According to an annual research study on Financial Accounting Standards No. 87 (FAS 87) released today by SEI, capital market and interest-rate volatility persisting throughout 2009 create a challenging environment for plan sponsors selecting Discount Rates and Return On Asset (ROA) assumptions for 2010. [... More]
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Dec152009
SEI Partners With RiskMetrics Group To Deliver Independent Risk Reports To Clients
SEI today announced it is collaborating with long-standing partner RiskMetrics Group, a leading provider of risk management and corporate governance services to the global financial community, to provide its investment manager clients and their investors with in-depth, independent risk management and reporting services that will integrate directly into the company’s flexible Manager Dashboard tool. [... More]
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Dec152009
SEI Declares $.09 Per Share Dividend And Increase In Stock Repurchase Program
The Board of Directors of SEI Investments Company today declared a dividend of $.09 (nine cents) per share. [... More]
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Dec142009
SEI Renews Relationships With Three Wealth Management Firms To Provide Wealth Processing Services
SEI announced today that it has renewed multi-year agreements with three long-time clients to provide outsourced back-office investment accounting and processing services, as well as outsourced wealth management solutions. [... More]
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Dec72009
SEI Survey: Investors Demand Greater Transparency, Communications From Private Equity Managers
Institutional investors remain committed to private equity investing, but seek greater portfolio transparency and higher quality reporting from managers amid growing liquidity and performance concerns, according to a survey report released today by SEI. [... More]
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Dec22009
SEI Advisor Network Survey Finds Fiduciary Standard Widely Supported And Understood
According to a survey released today by SEI, a majority of brokers and advisors support and understand key elements of the fiduciary standard. [... More]
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Dec12009
SEI Selected By Evercore Trust Company And Evercore Wealth Management To Provide Trust And Wealth Processing Services
SEI announced today that it has entered into a multi-year agreement with Evercore Trust Company, to provide outsourced back-office investment accounting and processing services. [... More]
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Nov302009
SEI Named Best Fund Administrator At Buy-Side Technology Awards 2009
SEI today announced that it has won the award for Best Fund Administrator at the annual Buy-Side Technology Awards, held at the Lanesborough Hotel, in Mayfair, London. [... More]
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Nov302009
Oh Canada! SEI Launches Canadian Focused Portfolios
SEI today announced the launch of two new SEI Portfolios which will invest primarily in Canadian stocks and bonds with limited foreign investment. [... More]
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Nov182009
SEI Global Poll: 3rd Annual Liability Driven Investing Poll Finds A Significant Increase In Adoption
An SEI Global Quick Poll shows that the percentage of pensions employing a Liability Driven Investing strategy has nearly tripled over the past three years from 20 percent in 2007 to 54 percent in 2009. [... More]
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Nov172009
SEI Advisor Network Paper Reveals New Set Of Emerging Risks Threatening Advisory Firms
According to a whitepaper released by SEI, advisory firms face new vulnerabilities caused by a powerful combination of risks. [... More]
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Nov122009
SEI Appoints Head Of Canadian Institutional Sales
SEI today announced it has appointed Michael Chwalka as Head of Institutional Sales for SEI Investments Canada. [... More]
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Nov102009
SEI’s Global Unconstrained Alpha Equity Fund Proves Its Worth In First Full Year
Little more than a year after its launch, the SEI Global Unconstrained Alpha Equity Fund – the first of its kind in South Africa for offshore institutional investors – has become one the of the country’s most successful funds with its value already approaching US$300 million. [... More]
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Nov92009
SEI ETF Series Outlines Manager Challenges, Opportunities In Rapidly Growing Space
SEI recently released a two-part research series examining the ETF landscape to help managers understand the challenges and opportunities posed by this rapidly growing product. [... More]
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Nov42009
SEI Advisor Network Launches Service Delivery Initiative To Help Advisors Answer Critical Service Needs
Recognizing advisors’ critical need for enhanced client service in the current financial environment, SEI has increased its investment in advisor service technologies to the highest level in more than three years. [... More]
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Nov32009
SEI Named Best Funds Of Hedge Funds Administrator At HFMWeek Service Provider Awards
SEI today announced that it was named Best Funds of Hedge Funds Administrator in the 2009 HFMWeek US Service Provider Awards. [... More]
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Oct292009
SEI Defined Benefit Client Wins Top Treasury Award
SEI today announced that one of the company’s institutional clients – Diakon Lutheran Social Ministries – was recognized with an Alexander Hamilton Award at the 14th annual awards ceremony last night in New York City. [... More]
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Oct282009
SEI Named To Deloitte's 2009 Greater Philadelphia Fast 50
SEI today announced that it has been named to the 2009 Greater Philadelphia Fast 50, Deloitte’s ranking of the 50 fastest growing technology, life sciences, and cleantech companies in the Greater Philadelphia Region. [... More]
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Oct222009
SEI Grows UK Global Wealth Services Offering With Key Appointments
SEI has made two key appointments to its UK Global Wealth Services (GWS) team. [... More]
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Oct212009
SEI Reports Third-Quarter 2009 Financial Results
SEI Investments Company today announced financial results for third quarter 2009, reporting decreases in revenues and increases in net income attributable to SEI and diluted earnings per share compared to third quarter 2008. [... More]
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Oct152009
SEI Appoints Director Of Client Service For SEI Netherlands
SEI (NASDAQ: SEIC), the leading global provider of Fiduciary Management, has appointed Alexander van Aken as Director of Client Service for the Netherlands. [... More]
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Oct152009
SEI Doubles Private Equity Outsourcing Business
SEI today announced that the company’s private equity business has more than doubled in the past 18 months, as more firms adopt operational outsourcing to focus resources on core business functions. [... More]
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Oct152009
SEI To Announce Third-Quarter Earnings On Wednesday, October 21, 2009
SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, October 21, 2009, before the markets open. [... More]
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Oct142009
SEI Defined Benefit Client Recognized With Leading Plan Design Award
SEI today announced that one of the company’s institutional clients – Meda Pharmaceuticals – was recognized with the “Solutions Superstar” award by EmployersWeb. [... More]
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Oct132009
SEI Signs Ten Collective Investment Trust Managers
SEI today announced that it has signed ten new Collective Investment Trust (CIT) managers over the past eight months. [... More]
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Sep92009
SEI Appoints Head Of UK And European Equities
SEI has appointed Jason Collins as Head of UK and European equities. [... More]
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Sep22009
SEI Extends Outsourcing Relationship With Edgewood Management
SEI today announced that it has extended its relationship with Edgewood Management LLC to provide the firm with a complete investment operations outsourcing solution encompassing Edgewood’s investment products. [... More]
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Aug252009
SEI Global Poll: Companies Taking Back Control Of Pension Finances In Wake Of Market Volatility
An SEI Global Quick Poll released today shows that as companies attempt to regain control of pension finances there is a paradigm shift in the focus of resources. [... More]
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Aug112009
SEI Roundtable Research: Financial Executives Look For Answers To Critical Pension Questions
Ongoing investment volatility, asset losses, lower funded levels and increased focus on fiduciary obligation have created unprecedented difficulties for financial executives managing pension plans according to research released by SEI. [... More]
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Aug102009
Leading Fiduciary Manager SEI Appointed By East Of England Co-operative Pension Schemes
SEI, the leading global provider of Fiduciary Management, has announced their appointment to the East of England Co-operative Society’s two defined benefit pension schemes representing £78m of assets. [... More]
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Jul222009
SEI Reports Second-Quarter 2009 Financial Results
SEI Investments Company today announced financial results for second-quarter 2009, reporting decreases in revenues, net income attributable to SEI, and diluted earnings per share compared to second-quarter 2008. [... More]
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Jul162009
SEI Will Discuss Second-Quarter Earnings on Wednesday, July 22, 2009 at 2:00 p.m. EDT
The public is invited to listen to the call at www.seic.com (Investor Information section) or at www.earnings.com, a service of Thomson StreetEvents. [... More]
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Jul142009
SEI Appointed As Fiduciary Manager For Jotun Paints Pension Scheme
SEI, the leading global provider of Fiduciary Management, today announced that it has been appointed as Fiduciary Manager to the £14m Jotun Paints (Europe) Limited Pension Scheme. [... More]
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Jul132009
SEI Further Expands Workflow Automation For Hedge Fund Outsourcing Services
SEI today announced that it has enhanced the workflow processes and capabilities associated with its hedge fund outsourcing services to improve transparency, automation and controls, and operational risk reporting. [... More]
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Jul72009
SEI Quick Poll: Nonprofits Focused On Investment Management Model And Defining Fiduciary Responsibilities
An SEI Quick Poll released today shows that nonprofit foundations and endowments are thoroughly evaluating their overall investment management process in response to continued market volatility. [... More]
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Jun162009
SEI Quick Poll: Healthcare Organizations Look To Integrate Investment Decisions With Overall Finances
An SEI Quick Poll released today shows that increased scrutiny and subsequent changing expectations of credit agencies and other analysts have forced healthcare organizations to find more effective means of overall financial management. [... More]
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Jun102009
SEI Launches Corporate Governance, Social And Environmental Engagement Service For UK And European Clients
SEI, the first and largest global provider of Fiduciary Management services, today announced that it has strategically partnered with F&C Management Limited (F&C) to launch an engagement service for its Dublin registered equity funds. [... More]
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Jun82009
SEI Advisor Network Reveals Cutting Expenses Is Last Resort For Restoring Advisor Firm Revenue
A recent SEI survey of more than 200 independent financial advisors revealed that cutting expenses — especially by reducing staff — is a last resort for many advisors as they attempt to restore firm profitability. [... More]
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May282009
SEI To Hold Investor Conference
SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, June 3, 2009, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
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May212009
SEI Declares $.08 Per Share Dividend
The Board of Directors of SEI Investments Company (NASDAQ:SEIC) today declared a dividend of $.08 (eight cents) per share. [... More]
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May122009
SEI and Tenon Form a Strategic Partnership to Embrace Innovative Wealth Management Model
With this new relationship, Tenon has made the strategic decision to transform the business model of its financial services division, enhance its existing advisory business and support a discretionary management offering. [... More]
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May72009
SEI Quick Poll: Advisors Cite Outside Influences - Legislation, Industry Scandals - Among Biggest Threats to Firm Revenue
In the poll entitled “How Are You Restoring Your Firm’s Revenue?” participants were asked to indicate what they felt to be the biggest threat to their efforts to restore firm revenue (other than market performance). [... More]
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May42009
SEI Selected By Global X Management to Provide Turnkey Solution to Support Their Exchange Traded Funds
SEI today announced that it has been selected by Global X Management Company to provide a fully integrated, turnkey solution to support the firm’s global exchange traded funds (ETFs). [... More]
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Apr302009
SEI Thought Leadership Series Outlines Strategies, Opportunities For Competing In Multi-Trillion Dollar DCIO Market
According to a four-part research series by SEI, with more than a trillion dollars in DCIO assets up for grabs over the next five years, managers with the strongest products, distribution strategies and sales support will be the ones that capture assets and maintain profit margins. [... More]
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Apr302009
SEI Launches Solution Aimed at New UK IWA Business Model
SEI has announced the launch of a new range of services in the UK, enabled by SEI’s Global Wealth Platform, and developed specifically for a new business model in the wealth management industry. [... More]
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Apr232009
SEI Reports First-Quarter 2009 Financial Results
SEI Investments Company today announced financial results for first-quarter 2009, reporting decreases in revenues, net income and earnings per share compared to first-quarter 2008. [... More]
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Apr172009
SEI Will Discuss First-Quarter Earnings On Thursday, April 23, 2009 at 2:00 PM ET
SEI, a leading global provider of outsourced asset management, investment processing and investment operations solutions, will conduct a conference call to review first-quarter earnings on Thursday, April 23, 2009 beginning at 2:00 PM ET. [... More]
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Apr142009
SEI Expands Relationship With Geni Capital to Service Middle Eastern Product Offering
SEI today announced that it will be expanding its outsourcing services for Geni Capital LLP ("Geni") to support Geni's partnership with AREIT Management Limited and the newly launched Geni GCC Commercial Real Estate Opportunities Fund. [... More]
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Apr142009
SEI Chosen By Coast Capital Savings To Provide Investment Management Services
SEI announced today that it has been selected by Coast Capital Savings, Canada's second largest credit union, to provide investment management services for their new investment offering. [... More]
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Mar162009
$33 Million (24 Million Pound) Habitat UK Pension and Life Assurance Plan Appoints SEI For Fiduciary Management
SEI, one of the largest fiduciary managers in the world, today announced that it has been appointed as fiduciary manager to the $33 million (£24 million) Habitat UK Pension and Life Assurance Plan (Habitat). [... More]
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Mar52009
SEI Quick Poll: Higher Education Institutions Feel Investment Portfolios Impacting Credit Ratings
An SEI Quick Poll released today shows that nearly all (97 percent) higher education institutions polled - public and private – feel that current financial metrics have put them at risk for a credit downgrade. [... More]
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Mar22009
SEI Launches New Services For Wealth Managers to Address Challenges of Efficiency and Compliance
SEI today announced the launch of a new set of services for UK wealth managers. [... More]
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Feb252009
SEI Named to Global Outsourcing 100
SEI today announced that it has been named to the 2009 Global Outsourcing 100™ by the International Association of Outsourcing Professionals (IAOP). [... More]
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Feb172009
SEI South Africa Responds To Desire For Innovation With Launch Of Unique Fund Designed Specifically For South African Investors
SEI Investments (South Africa) Limited, a subsidiary of SEI Investments Company, today announced that it has launched an innovative new fund, The SEI Global Unconstrained Alpha Equity Fund, the first of its kind to be launched in South Africa for offshore investors. [... More]
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Feb122009
SEI Quick Poll: Pensions Significantly Impacting Corporate Finances, Re-evaluations Underway
An SEI Global Quick Poll released today shows that an overwhelming majority of pension sponsors are re-evaluating their investment management as pension shortfalls have begun to significantly impact the overall business. [... More]
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Feb42009
SEI's Institutional Nonprofit Business Experiences Global Growth in 2008
SEI today announced that as part of its strong 2008 institutional sales, the company’s global nonprofit business continued to expand with the addition of new nonprofit clients in four different countries. [... More]
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Feb22009
SEI Achieves Record Institutional Sales Growth By Adding $7.2 Billion In New Institutional Assets In 2008
SEI today announced the company achieved record institutional sales growth in 2008 receiving commitments for $7.2 billion in new global institutional assets from 35 new clients. [... More]
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Jan292009
SEI Reports Fourth-Quarter Revenues of $268.4 million, Net Income of $9.6 million
SEI Investments Company today announced financial results for fourth-quarter 2008, reporting decreases in revenues, net income and earnings per share compared to fourth-quarter 2007. [... More]
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Jan262009
Commercial Bank of Kuwait Partners with SEI for Global Investment Management Solutions
The Commercial Bank of Kuwait’s (CBK) newly formed Tijari Private Bank (TPB) announced a strategic partnership with SEI. [... More]
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Jan262009
SEI and Greenwich Associates Survey: Hedge Fund Managers Should Expect Greater Scrutiny and Transparency Demands From Institutional Investors
Hedge funds fulfilling performance expectations and embracing transparency will be those that retain and capture assets, according to a global survey report released today by SEI and Greenwich Associates. [... More]
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Jan232009
SEI Will Discuss Fourth-Quarter Earnings on Thursday, January 29, 2009 at 2:00 PM ET
SEI (Nasdaq: SEIC) will conduct a conference call to review fourth-quarter earnings on Thursday, January 29, 2009 beginning at 2:00 PM ET. [... More]
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Jan152009
SEI Selected By Montag and Caldwell To Provide Outsourcing Services For New UCITS Fund
SEI today announced that it has been selected by US-based equity manager Montag & Caldwell to provide outsourcing services for the firm’s newly formed UCITS (Undertakings for Collective Investment in Transferable Securities) fund. [... More]
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Jan72009
SEI Quick Poll: Advisor Resolutions Fixed on Growth, Not Just Survival, in 2009
Independent advisors remain positive about the potential for success in the coming year despite a challenging 2008, according to the most recent Quick Poll released by SEI.
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Dec182008
SEI Releases 2009 Update of FAS 87 Disclosure Assumption Research for Pension Plan Sponsors
Despite current market conditions and returns for 2008, plan sponsors should not drastically adjust Return On Asset (ROA) assumptions for 2009, according to SEI's 2009 update of an annual research study on Financial Accounting Standards No. 87 (FAS 87).
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Dec182008
SEI Introduces New No Minimum, Reduced Custody Fee Pricing Model for Advisors
SEI today announced that the SEI Advisor Network, which serves more than 6,500 independent financial advisors, will eliminate account minimums and reduce custody fees to give more advisors more access to the SEI platform.
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Dec162008
SEI Declares $.08 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.08 (eight cents) per share.
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Dec152008
SEI Quick Poll: Nonprofits Increase Interest in Global Investing Strategies
While nonprofit organizations are increasingly using global investment strategies, resource and execution challenges continue to make it difficult for investment committees to fully realize the advantage of the approach, according to a Quick Poll released today by SEI.
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Dec112008
SEI Launches New Tax-Loss Harvesting Solution to Help Advisors Minimize Clients' Taxes
To help advisors provide relief to clients in volatile markets and save money on their taxes, SEI today announced it has launched the Practice Level Realized and Unrealized Gain/Loss Report for SEI Mutual Fund Portfolios.
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Dec42008
SEI Survey: Optimistic Expectations for Exchange Traded Products Despite Market Volatility
While Exchange Traded Products (ETPs) have experienced unprecedented growth over the past decade, there appears to be more growth on the horizon.
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Nov192008
SEI Launches South Africa's First Offshore Multi Manager Shari’ah Funds for Institutional and Retail Investors
SEI has become the first global investment management firm to launch an offshore range of Shari’ah compliant (compliant with Islamic Law) investment funds for South African institutional and retail investors.
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Nov72008
SEI Quick Poll: Bank Wealth Managers Say Obama Administration Likely to Impact Clients' Finances
According to a new Quick Poll conducted by SEI the day after Barack Obama's historic election to the Presidency, bank wealth managers say they expect their clients to be impacted by the incoming administration.
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Oct232008
SEI Named One of the Best Places to Work by Philadelphia Business Journal
SEI announced today it has been named one of the Best Places to Work by the Philadelphia Business Journal.
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Oct222008
SEI Reports Third-Quarter Revenues Down 10%, Net Income Down 53%
SEI Investments Company announced financial results for third-quarter 2008, reporting decreases in revenues, net income and earnings per share compared to third-quarter 2007.
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Oct162008
SEI Will Discuss Third-Quarter Earnings On Wednesday, October 22, 2008 at 2:00 PM ET
SEI will conduct a conference call to review third-quarter earnings on Wednesday, October 22, 2008 beginning at 2:00 PM ET.
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Sep232008
SEI Advisor Network Makes Statement with Launch of Goals-Based Client Reporting System
SEI announced the launch of the SEI Statement and Reporting Platform, distributing new reports to the clients of more than 1,000 of its independent financial advisor clients. [... More]
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Sep92008
SEI Chosen by Nicholas Investment Partners to Provide Turnkey Total Operations Outsourcing
Nicholas-Applegate founders leverage SEI's infrastructure to jumpstart new venture.
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Sep82008
SEI Partners with ANB Invest, a Subsidiary of Arab National Bank, for Global Investment Management Solutions
SEI announced its strategic partnership with ANB Invest, a subsidiary of Arab National Bank, to deliver comprehensive investment management solutions to investors within Saudi Arabia.
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Aug282008
SEI Global Quick Poll: Adoption of Liability Driven Investing (LDI) Strategies Doubles in Past Year
An SEI Global Quick Poll released today shows that liability driven investing (LDI) strategies are gaining significant traction in the pension space, as the number of plans implementing these strategies doubled between 2007 and 2008.
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Aug62008
SEI Advisor Quick Poll Reveals Opportunities, Demand for Ongoing Tax Management
An SEI poll released today revealed that while tax management is a major concern for both investment advisors and their clients, the industry is divided on how to optimize it.
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Jul302008
SEI Selected by Frost Investment Advisors to Provide Investment Operations Outsourcing
SEI announced that it has been selected by Frost Investment Advisors to provide full service fund operations outsourcing for its $1.7 billion mutual fund offering.
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Jul292008
SEI Quick Poll: Bank Wealth Managers Say Clients Are Confused About Goals
Wealthy clients planning for retirement don't know what they want or how much they need, according to a new Quick Poll conducted by SEI.
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Jul282008
SEI Announces Outsourcing Contract Renewal With CNI Charter Funds
SEI announced that CNI Charter Funds has renewed its contract with the company.
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Jul182008
SEI Will Discuss Second-Quarter Earnings On Wednesday, July 23, 2008 at 2:00 PM ET
SEI will conduct a conference call to review second-quarter earnings on Wednesday, July 23, 2008 beginning at 2:00 PM ET.
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Jul102008
SEI Launches Suite of Target-Date Portfolios for Defined Contribution Plans
SEI today announced the launch of a suite of target-date portfolios for defined contribution (DC) plan sponsors.
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Jul12008
SEI Named One of Computerworld's Best Places to Work
SEI announced today it has been named one of the Best Places to Work in Information Technology (IT) by IDG's Computerworld, a leading source of technology news and information.
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Jun232008
SEI Says Asia Will Benefit from Shift to Advice-Centric Business Model
At a presentation during the Fourth Annual Private Banking Asia 2008 Conference held recently in Singapore, SEI highlighted the fact that wealth management organizations in Asia are facing tremendous opportunities as the industry shifts from a product-oriented to advice-centric business model.
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Jun122008
SEI Quick Poll: Advisors Won't Make Knee-Jerk Reactions to Client Portfolios in Tough Markets
Although studies report investor confidence is down, SEI announced today that a survey of some of its most successful advisor clients revealed that most advisors will resist client urges to move assets.
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Jun102008
SEI Publishes White Paper 'The Transformation of Wealth Management' -- Part 1
According to the latest white paper from SEI, current market dynamics present wealth management organizations with several challenges to growing revenues, minimizing costs and optimizing capital allocations.
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Jun32008
SEI Global Quick Poll: U.S. Pension Plans Willing to Trade Higher Returns for Less Volatility
An SEI Global Quick Poll released today reveals that risk avoidance and volatility are the top priorities for plan sponsors in the wake of the credit crisis and the ongoing turbulence in the capital markets.
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May302008
SEI to Hold Investor Conference
SEI Investments Company will hold a live webcast of its annual Investor Conference on Wednesday, June 4, 2008, 8:30 AM to approximately 1:00 PM (ET).
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May292008
SEI Adds $4.1 Billion in New Institutional Assets
SEI announced strong global institutional sales resulting in over $4.1 billion in new institutional assets under management and commitments from 16 new institutional clients through April.
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May202008
SEI Declares $.08 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.08 (eight cents) per share.
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May192008
SEI Selected by Riverfront Investment Group to Provide SMA Outsourcing Solution
SEI announced that it has been selected by the recently-established Riverfront Investment Group, LLC to provide operations outsourcing services for the firm's separate account business.
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May152008
SEI Issues 'War For Talent' White Paper to Bank Wealth Managers
Quick poll series shows compensation not only factor in attracting talent.
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May142008
SEI White Paper: Collective Trust Product a 'Must' for Asset Managers in 401(K) Market
Collective investment trusts (CITs) are rapidly penetrating the defined-contribution retirement market and represent a "major business opportunity" for asset managers who can meet the requirements of this investment vehicle, concludes a white paper released by SEI.
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Apr222008
SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced that its Board of Directors has approved an increase in its stock repurchase program by an additional $100 million.
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Apr222008
SEI Reports First-Quarter 2008 Results
SEI Investments Company announced financial results for first-quarter 2008, reporting increases in revenues, and decreases in net income and earnings per share compared to first-quarter 2007.
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Apr172008
SEI Will Discuss First-Quarter Earnings on Wednesday, April 23, 2008 at 10:00 AM EDT
SEI will conduct a conference call to review first-quarter earnings on Wednesday, April 23, 2008 beginning at 10:00 AM EDT.
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Apr152008
SEI Launches Enhanced Integrated Managed Accounts Solution to the U.S. Bank Market
SEI announced that its Private Banking segment has introduced an enhanced integrated managed account solution to the U.S. banking market in response to emerging client needs and an industry moving towards integrated solutions.
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Apr142008
SEI Selected by Silver Creek Capital Management to Provide Fund Operations Outsourcing
SEI announced that it has been selected by Silver Creek Capital Management to provide operations outsourcing services for the firm's alternative investment funds.
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Apr72008
SEI Announces Distribution Agreement in Mainland China
SEI announced its initial expansion into mainland China through the establishment of an investment advisory agreement with its first client, Yinhua Fund Management Co., Limited (Yinhua) in Beijing, China.
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Mar252008
SEI Advisor Resource Center Opens for Business
SEI launches initiative to give advisors access to essential industry marketing materials and resources.
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Mar132008
SEI Quick Poll: Endowments Not Responding to Spending Pressures
While some colleges and universities face growing pressure to spend more of their endowment dollars, very few plan to actually change their spending patterns in the upcoming year according to a Quick Poll released by SEI.
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Mar32008
SEI Launches in the Middle East
Investors around the Middle East may now have access to the expertise offered by SEI following the opening of its office in the Dubai International Financial Centre (DIFC).
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Feb282008
2007 Recap: SEI Adds 64 New Global Institutional Clients and $7 Billion in Assets
SEI announced strong 2007 global institutional sales resulting in commitments from 64 new institutional clients and $7 billion in new global institutional assets under management.
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Feb132008
SEI Launches Cash Management Solution for Advisors
SEI announced the launch of the SEI Cash Access Account, an integrated banking, lending and bill payment solution advisors can offer to their clients.
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Feb112008
SEI White Paper: Maturing Hedge Fund Industry Must Shift Gears to Grow Institutional Business
As hedge funds increasingly look to the institutional market for asset growth, they must equip themselves to fit the high expectations and conservative attitudes characterizing institutional investors, concludes a white paper released today by SEI.
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Feb42008
2007 Recap: SEI Adds $680 Million in New Nonprofit Assets
SEI announced that as part of its strong 2007 global institutional sales, the company received commitments from 13 new nonprofit clients, adding more than $680 million in new foundation and endowment assets under management.
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Jan312008
SEI Reports 2007 Results
SEI announced financial results for 2007, reporting increases in revenues, net income and earnings per share compared to 2006.
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Jan252008
SEI Will Discuss Fourth-Quarter Earnings on Thursday, January 31, 2008 at 2:00 PM ET
The public is invited to listen to the call at www.seic.com (Investor Information section) or at www.earnings.com, a service of Thomson StreetEvents.
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Jan242008
SEI Selected by Turner Investment Partners to Provide SMA Outsourcing Solution
SEI announced that it has been selected by Turner Investment Partners to provide operations outsourcing services for the firm's separately managed account business.
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Jan222008
SEI Introduces Private Client Models to Banking Market
In reaction to emerging client asset management needs, SEI's Private Client Models will provide a new type of asset-allocation model that integrates the principles of behavioral finance into the traditional modern portfolio asset allocation mix.
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Dec192007
SEI Releases 2008 Update of FAS 87 Disclosure Assumptions Research for Pension Plan Sponsors
Next year will require the implementation of compliance changes, new funding rules and continued accounting scrutiny, resulting in the need for plan sponsors to more diligently select discount rates and expected return on asset (ROA) assumptions, according to SEI's 2008 update of an annual research study on Financial Accounting Standards No. 87 (FAS 87).
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Dec142007
SEI to Advisors: 2008 Is the Year to Communicate
With the holiday season upon us, being disciplined at work gets tougher every day. SEI, however, says now is the time for advisors to buckle down and focus on strengthening their businesses.
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Dec102007
SEI Declares $.07 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.07 (seven cents) per share.
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Dec52007
SEI Launches Interactive Proposal System to Make Advisor Business Growth Easier
SEI today announced the launch of its Proposal System, a robust solution that advisors can use to build proposals for prospective clients. The tool enables advisors to choose from proprietary SEI investment models based on the needs of each prospective client.
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Dec42007
SEI Quick Poll: Relationship Managers Say Compensation Matters, But Isn't Everything
According to a new Quick Poll from SEI, Relationship Managers are more strongly motivated to stay at their current job based on their employer's culture versus their compensation.
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Nov292007
SEI to Provide Wealth Processing and Operational Services for Massachusetts- Based Rockland Trust
SEI announced today that it has extended its multi-year agreement with Rockland Trust to assume operational responsibility for trust accounting, processing and other operational functions.
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Nov272007
SEI Selected by Johnson Bank of Wisconsin for Wealth Management Services
SEI announced today that Johnson Bank has renewed its multi-year agreement with the company and as part of the agreement, SEI will continue to have operational responsibility for trust accounting and processing and other operational functions to the bank.
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Nov122007
SEI Private Banking Holds Inaugural U.S. Asset Management Advisory Council Meeting
SEI recently concluded the inaugural meeting of its U.S. Asset Management Advisory Council, which was held October 2 - 3 at SEI's global headquarters in Oaks, Pa.
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Nov92007
SEI Will Discuss Third-Quarter 10Q on Monday, November 12, 2007 at 9:00 AM ET
SEI will conduct a conference call to review its third-quarter Form 10Q filing on Monday, November 12, 2007 beginning at 9:00 AM ET.
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Nov62007
SEI Defined Benefit Client Recognized With Top Treasury Award
SEI today announced that one of the company's institutional clients -- SAP America, Inc. -- was recognized with an Alexander Hamilton Award at the 12th annual awards ceremony last night in New York City.
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Nov52007
SEI Launches Distribution-Focused Strategies for Advisors to Fill Retirement Income Gap
SEI today announced the launch of Distribution-Focused Strategies (DFS), a turnkey investment solution that enables advisors to provide clients with predictable, consistent distribution levels for retirement.
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Nov12007
SEI Quick Poll: Nonprofits Want Increased Investments in Illiquid Classes, Challenged by Implementation
A Quick Poll released today by SEI reveals that while a growing number of nonprofits identify investing in illiquid asset classes as a priority, challenges remain around reaching desired allocation levels.
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Oct292007
SEI Exceeds $100 Billion in Alternative Assets Under Administration
SEI today announced that it reached a major milestone by exceeding the $100 billion mark in alternative investment assets under administration.
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Oct252007
SEI Reports Third-Quarter 2007 Results
SEI Investments Company today announced financial results for third-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
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Oct232007
SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $100 million.
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Oct232007
SEI Will Discuss Third-Quarter Earnings On Thursday, October 25, 2007 at 2:00 PM EDT
SEI will conduct a conference call to review third-quarter earnings on Thursday, October 25, 2007 beginning at 2:00 PM EDT.
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Oct222007
SEI Launches Innovative New Funds Providing UK Defined Contribution (DC) Schemes With Improved Asset Allocation
SEI today unveiled the SEI Asset Allocation funds, a new DC fund range designed to make it easier for UK DC investors to make investment choices whilst being able to match their retirement goals and risk preferences.
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Oct182007
SEI Recommends Systematic Approach to Compliance Risk Assessment and Testing
According to an SEI white paper released today, improving compliance risk assessment and program testing should be top priorities for Chief Compliance Officers (CCOs).
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Oct92007
SEI Cautions That SEC Is Raising Expectations for Compliance Program
According to an SEI white paper released today, funds and investment advisers should be prepared for the SEC to raise the bar for compliance programs.
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Oct82007
SEI Private Banking Holds Asset Management Symposium for Bank Wealth Managers
SEI convened a U.S. Asset Management Symposium September 26 - 27 in Washington, D.C. for bank wealth managers.
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Sep192007
SEI Advises Money Managers to Move Beyond Traditional Product-Centric View
According to an SEI white paper released today, money managers must shed an outdated "dueling products" mindset and adapt to an era in which investors, intermediaries, and distribution channels dictate product packaging.
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Sep192007
SEI Quick Poll: Healthcare Organizations Cite Investment Volatility and Expense as Drivers of Pension Decisions
An SEI Quick Poll released today shows that in response to continued investment and expense volatility, healthcare organizations are in the process of making significant changes to their defined benefit (DB) plans.
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Sep172007
SEI Chosen by Eudaimonia Asset Management to Provide Turnkey Total Operations Outsourcing
SEI announced that it has been selected by Eudaimonia Asset Management to provide a turnkey outsourcing solution for their institutional separate accounts.
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Sep112007
SEI Partners with Aon to Offer E & O Insurance to Advisors
SEI today announced it has formed a strategic alliance with Aon's Affinity Insurance Services, Inc. (Affinity) to offer Errors & Omissions (E & O) Insurance to participants in its advisory market.
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Aug222007
SEI Announces Oak Associates Contract Renewal
SEI today announced that Oak Associates Ltd. has extended SEI's contract to provide fund accounting, administration and marketing support for the Oak Associates Funds.
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Aug92007
SEI Adds $450 Million in Nonprofit Institutional Assets in First Half of Year
SEI today announced that the company received commitments from nine new nonprofit clients, adding $450 million in new foundation and endowment assets under management in the first half of 2007.
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Aug62007
SEI Converts HSBC Private Bank (UK) to its Global Wealth Services Solution
SEI announced the successful launch of its Global Wealth Services solution through the conversion of its first external client, HSBC Private Bank (UK) (HSBC).
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Aug12007
SEI Quick Poll: Broker-Dealers See More Technology and Complexity in the Future
If they had an extra $100,000 to invest in their businesses, most broker-dealers would spend it on technology, reports a Quick Poll from SEI.
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Jul262007
SEI Unveils New Workflow and Document Management Tool for Private Equity Funds
SEI today announced that it has launched a new workflow and document management tool to enhance its private equity operations outsourcing services.
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Jul252007
SEI Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $75 million.
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Jul252007
SEI Reports Second-Quarter 2007 Results
SEI Investments Company today announced financial results for second-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
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Jul242007
SEI Will Discuss Second-Quarter Earnings on Wednesday, July 25, 2007 at 2:00 PM EDT
SEI will conduct a conference call to review second-quarter earnings on Wednesday, July 25, 2007 beginning at 2:00 PM EDT.
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Jul162007
SEI Joins DTCC's Managed Account Communication Service
SEI today announced that it is one of a small group of industry leaders participating in a pilot test of The Depository Trust & Clearing Corporation's (DTCC) Managed Accounts Service.
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Jul122007
SEI Private Banking Symposium: Transformation of Wealth Management Business Model Needed
SEI recently held its third annual Executive Symposium outside London.
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Jul102007
SEI Launches the First Shariah-Compliant Manager of Managers Equity Funds
SEI today announced the launch of the first dedicated Islamic Manager of Managers equity funds.
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Jun202007
SEI Adds $1.3 Billion in Healthcare Assets Under Management
SEI today announced that it has added over $1.3 billion in new healthcare institutional assets under management and 12 new healthcare clients over the past 18 months including AtlantiCare Health System, Cooper University Hospital and St. Elizabeth Medical Center.
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Jun192007
SEI Quick Poll: Bank Wealth Managers Say 'Performance' Not Biggest Differentiator
SEI announced today results from an executive survey conducted at its recent Private Banking Asset Management Symposium.
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Jun112007
SEI'S SMA Conversion Model Receives Fund Operations Efficiencies Award
SEI today announced that its conversion model for separately managed accounts (SMAs) was recognized as a winner in the SourceMedia Fund Operations Awards (Efficiencies/Streamlining category).
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Jun62007
SEI Global Quick Poll: US Implementation of Liability Driven Investing (LDI) Lags Behind Global Counterparts
An SEI Global Quick Poll released today reveals that while Liability Driven Investing (LDI) has received a lot of attention, only 20% of those pension plans polled are currently implementing LDI strategies and 33% are not even considering implementing an LDI approach.
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Jun42007
SEI To Hold Investor Conference
SEI Investments Company will hold a live webcast of its annual Investor Conference on Thursday, June 7, 2007, 8:30 AM to 1:00 PM (EDT).
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May232007
SEI Declares $.14 per Share Dividend and Announces Two-for-One Split on Common Stock
SEI Investments Company today announced that its Board of Directors declared a cash dividend and approved a two-for-one split on SEI common stock.
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May232007
SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $50 million.
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May222007
SEI Quick Poll: Pure Investment Returns Are Not the Key to Client Satisfaction
Clients want to know they're on their way to achieving their life goals, not just investment performance, says a survey conducted by SEI.
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May172007
SEI Quick Poll Examines Drivers in Attracting and Retaining Relationship Managers
SEI recently conducted a Private Banking Quick Poll to better understand the key drivers and impact of turnover among Relationship Managers (RMs) at wealth management organizations.
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May152007
SEI Quick Poll: Nonprofits Lack Strong Inflation Protected Investment Strategies Despite Stated Need
A Quick Poll released today reveals that while virtually every nonprofit (95%) lists preservation of purchasing power as a key investing goal, less than half (47%) of those polled said their organization currently invests even 10 percent of its overall portfolio in inflation protected asset classes.
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May142007
SEI Facilitates U.S. Bank's Aggressive Growth Strategy and Extends 25+ Year Relationship
SEI announced today that U.S. Bank has renewed its contract with SEI for its portfolio processing and accounting system.
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May82007
SEI Selected by Accessor Capital Management to Administer Accessor Funds
SEI today announced that it has been selected by Accessor Capital Management to provide mutual fund administration, accounting, distribution and compliance services for the firm's Accessor Funds.
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May22007
SEI Private Banking to Hold Asset Management Symposium For Bank Wealth Managers
SEI announced today that it will conduct its first Asset Management Symposium for bank wealth managers on May 9 and 10 at the Drake Hotel in Chicago, IL.
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May22007
Investment Manager Opportunities Being Shaped by Public Policy Say Experts at SEI Conference
The asset management industry can do more to play a proactive, forward-looking role in addressing the public policies that are dramatically reshaping the investment landscape, said legal and regulatory experts speaking at the SEI 2007 Executive Conference.
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Apr302007
SEI Conference: Opportunity for New Investment Products to Address Retirement Challenges
The looming repercussions of low savings rates and the prospect of retirement shortfalls at both individual and institutional levels are challenging the asset management industry and sparking demand for a new generation of investment products, said industry experts addressing the 2007 SEI Executive Conference.
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Apr302007
SEI Releases Insurance Premium Payment Program to Add Depth to Advisor-Client Relationships
SEI today announced it has launched Insurance Premium Payment Program (IP3), a program for advisors that enables clients to automatically deduct payments for insurance premiums through their asset management accounts.
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Apr252007
SEI Investments Reports First-Quarter 2007 Results
SEI Investments Company announced financial results for first-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
[... More]
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Apr232007
SEI Will Discuss First-Quarter Earnings On Wednesday, April 25, 2007 at 2:00 PM EDT
SEI will conduct a conference call to review first-quarter earnings on Wednesday, April 25, 2007 beginning at 2:00 PM EDT.
[... More]
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Apr232007
SEI Launches Defined Contribution (DC) Solution for Companies in United Kingdom
SEI today announced the launch of the SEI DC Master Trust, an innovative Trust-based defined contribution solution designed specifically for United Kingdom-based companies.
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Apr182007
SEI Research Demonstrates How Balance Sheet Asset Pools Can Cause Risks to Credit Metrics for Healthcare Systems
Healthcare organizations using traditional risk/return asset allocation strategies to invest balance sheet assets are placing their credit ratings and overall debt capacities at significant risk according to SEI.
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Mar152007
SEI Forum Reveals Advisors Looking Internally to Manage and Cultivate Growth
Growth is both a blessing and a curse, said advisors at a recent forum hosted by SEI. [... More]
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Mar152007
SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $50 million.
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Mar62007
SEI Named to Global Outsourcing 100
SEI has been named to the Global Outsourcing 100 by the International Association of Outsourcing Professionals (IAOP).
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Mar62007
SEI Announces That Long Time Client AmeriServ Trust and Financial Services Company Renews Contract
SEI announced today that AmeriServ Trust and Financial Services Company has renewed its contract with SEI for its portfolio processing and accounting system.
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Feb262007
SEI and National Compliance Services Partner to Tackle Advisors' Regulatory Needs
As part of its dedicated effort to deepen its relationships with advisors, SEI announced it has formed a strategic alliance with National Compliance Services (NCS), a compliance and regulatory services consulting firm based in Delray Beach, Florida.
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Feb262007
SEI White Paper: Continued Regulatory Scrutiny Means Firms Must Raise Their Compliance Standards
Investment managers and mutual funds cannot afford to reduce their compliance focus despite the fact that there were a relatively limited number of major new regulatory or legislative initiatives launched in the past year, according to SEI.
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Feb212007
IAA/SEI Survey Finds Operational Complexity Is Driving Up Asset Managers' Technology Spending
Increasingly reliant on technology to operate in a complex business environment, 60% of asset management firms are planning to increase their technology spending in 2007, says a newly released survey.
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Feb202007
2006 Recap: SEI Adds Eight New Multiemployer Plan Clients
SEI today announced that as part of its strong 2006 global institutional sales the company received commitments from eight new multiemployer clients.
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Feb202007
SEI Selected by Robeco Investment Management to Provide SMA Outsourcing Solution
SEI today announced that it has been selected by Robeco Investment Management to provide an operations outsourcing solution for the firm's recently launched separate account business.
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Feb72007
2006 Recap: SEI Adds Nearly $1 Billion in New Nonprofit Assets
SEI today announced that as part of its strong 2006 global institutional sales, the company received commitments from 13 new nonprofit clients, adding more than $970 million in new foundation and endowment assets under management.
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Feb52007
SEI Selected By Aberdeen to Serve As Mutual Fund Operations Outsourcing Partner
SEI announced that is has been selected by Aberdeen Asset Management Inc. to provide a turnkey operations or "umbrella trust" solution for its new U.S.-focused mutual fund offering.
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Feb12007
SEI Investments Reports Fourth-Quarter 2006 Results
SEI Investments Company announced financial results for fourth-quarter 2006, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
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Jan302007
2006 Recap: SEI Adds 65 New Global Institutional Clients and $5.8 Billion in Assets
SEI announced strong 2006 global institutional sales resulting in commitments from 65 new institutional clients and over $5.8 billion in new global institutional assets under management.
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Jan302007
SEI Will Discuss Fourth-Quarter Earnings on Thursday, February 1, 2007 at 2:00 PM EST
SEI will conduct a conference call to review fourth-quarter earnings on Thursday, February 1, 2007 beginning at 2:00 PM EST.
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Jan262007
SEI Survey Shows Communication at Root of Advisor-Client Relationship Demise
Advisors need to communicate more clearly to avoid straining or losing client relationships, says a survey by SEI.
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Jan252007
SEI Selected By Harris Investment Management To Provide SMA Outsourcing Solution
SEI announced that it has been selected by Harris Investment Management to provide operations outsourcing services for the firm's growing separate account business.
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Jan112007
SEI Selected by Rock Ridge Advisors to Service Hedge Fund Complex
SEI announced that it has been selected by Rock Ridge Advisors to provide a suite of operational outsourcing solutions for its hedge funds.
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Jan92007
SEI Poll: Plan Sponsors Feel Resources Are Not Aligned With New Post-Reform Priorities
A Quick Poll released today by SEI reveals that almost half of the participating plan sponsors feel that the new pension rules demand attention in areas where internal resources are not currently focused.
[... More]
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